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
3676
$1K ﹤0.01%
200
3677
$1K ﹤0.01%
52
3678
$1K ﹤0.01%
12
3679
$1K ﹤0.01%
32
3680
$1K ﹤0.01%
37
3681
$1K ﹤0.01%
22
3682
$1K ﹤0.01%
21
3683
$1K ﹤0.01%
80
3684
0
3685
$1K ﹤0.01%
23
3686
$1K ﹤0.01%
17
3687
$1K ﹤0.01%
32
3688
$1K ﹤0.01%
110
3689
$1K ﹤0.01%
27
3690
$1K ﹤0.01%
2
3691
$1K ﹤0.01%
63
3692
$1K ﹤0.01%
43
3693
$1K ﹤0.01%
10
3694
$1K ﹤0.01%
16
3695
$1K ﹤0.01%
125
3696
$1K ﹤0.01%
54
3697
$1K ﹤0.01%
36
3698
$1K ﹤0.01%
28
3699
$1K ﹤0.01%
19
3700
$1K ﹤0.01%
150