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
426
$897K 0.04%
36,068
427
$889K 0.04%
15,071
428
$887K 0.04%
29,583
429
$884K 0.04%
17,624
430
$880K 0.04%
12,037
431
$880K 0.04%
35,873
432
$876K 0.04%
81,119
433
$875K 0.04%
15,396
434
$873K 0.04%
27,965
435
$871K 0.04%
41,309
436
$869K 0.04%
6,798
437
$867K 0.04%
19,641
438
$863K 0.04%
48,185
439
$862K 0.04%
98,705
440
$858K 0.04%
4,540
441
$857K 0.04%
25,032
442
$854K 0.04%
12,990
443
$853K 0.04%
12,323
444
$846K 0.04%
31,625
445
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23,353
446
$844K 0.04%
36,326
447
$844K 0.04%
9,942
448
$838K 0.04%
17,523
449
$836K 0.04%
13,210
450
$836K 0.04%
29,200
16 17
18
19 20