IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
3651
$1K ﹤0.01%
100
3652
$1K ﹤0.01%
6
3653
$1K ﹤0.01%
47
3654
– –
0
3655
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17
3656
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60
3657
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200
3658
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3659
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12
3660
$1K ﹤0.01%
32
3661
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3662
$1K ﹤0.01%
22
3663
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3664
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23
3665
$1K ﹤0.01%
17
3666
$1K ﹤0.01%
32
3667
$1K ﹤0.01%
110
3668
$1K ﹤0.01%
27
3669
$1K ﹤0.01%
2
3670
$1K ﹤0.01%
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3671
$1K ﹤0.01%
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3672
$1K ﹤0.01%
10
3673
$1K ﹤0.01%
16
3674
$1K ﹤0.01%
125
3675
$1K ﹤0.01%
54
145 146
147
148 149