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
3876
$0 ﹤0.01%
1
3877
$0 ﹤0.01%
1
3878
$0 ﹤0.01%
15
3879
0
3880
$0 ﹤0.01%
10
3881
$0 ﹤0.01%
100
3882
$0 ﹤0.01%
6
3883
$0 ﹤0.01%
8
3884
$0 ﹤0.01%
6
3885
0
3886
$0 ﹤0.01%
3
3887
0
3888
$0 ﹤0.01%
2
3889
$0 ﹤0.01%
108
3890
0
3891
0
3892
$0 ﹤0.01%
6
3893
$0 ﹤0.01%
15
3894
$0 ﹤0.01%
6
3895
$0 ﹤0.01%
2
3896
$0 ﹤0.01%
4
3897
$0 ﹤0.01%
8
3898
$0 ﹤0.01%
95
3899
$0 ﹤0.01%
6
3900
$0 ﹤0.01%
6