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
3526
$2K ﹤0.01%
130
3527
$2K ﹤0.01%
60
3528
$2K ﹤0.01%
254
3529
$2K ﹤0.01%
62
3530
$2K ﹤0.01%
76
3531
$2K ﹤0.01%
258
3532
$2K ﹤0.01%
100
3533
$2K ﹤0.01%
88
3534
$2K ﹤0.01%
138
3535
$2K ﹤0.01%
181
3536
$2K ﹤0.01%
29
3537
$2K ﹤0.01%
300
3538
$2K ﹤0.01%
112
3539
$2K ﹤0.01%
36
3540
$2K ﹤0.01%
70
3541
$2K ﹤0.01%
60
3542
$2K ﹤0.01%
143
3543
$2K ﹤0.01%
57
3544
$2K ﹤0.01%
1,674
3545
$2K ﹤0.01%
1,000
3546
$2K ﹤0.01%
138
3547
$2K ﹤0.01%
68
3548
$2K ﹤0.01%
320
3549
$2K ﹤0.01%
31
3550
$2K ﹤0.01%
45
140 141
142
143 144