IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.21B
AUM Growth
+$7.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,913
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$914K
3
+$631K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$444K
5
FMI
Foundation Medicine, Inc.
FMI
+$266K

Top Sells

1
+$198K
2
+$162K
3
+$116K
4
HEI icon
HEICO Corp
HEI
+$72.7K
5
FISV
Fiserv Inc
FISV
+$19.8K

Sector Composition

1 Technology 6.27%
2 Financials 5.46%
3 Healthcare 5.13%
4 Consumer Discretionary 4.05%
5 Industrials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3501
$2K ﹤0.01%
52
3502
$2K ﹤0.01%
66
3503
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39
3504
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28
3505
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3506
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3507
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3508
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3509
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3510
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25
3511
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3512
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3513
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3514
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3515
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3,000
3516
$2K ﹤0.01%
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3517
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3518
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3519
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3520
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3521
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3522
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3523
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3524
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60
3525
$2K ﹤0.01%
92
139 140
141
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