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
501
$698K 0.03%
14,252
502
$698K 0.03%
29,846
+3,500
503
$697K 0.03%
16,059
504
$696K 0.03%
10,486
505
$694K 0.03%
13,343
506
$694K 0.03%
4,245
507
$693K 0.03%
46,104
508
$691K 0.03%
11,302
509
$690K 0.03%
18,273
510
$688K 0.03%
4,446
511
$686K 0.03%
51,137
512
$682K 0.03%
45,590
513
$680K 0.03%
6,469
514
$680K 0.03%
18,614
515
$679K 0.03%
5,337
516
$678K 0.03%
5,443
517
$678K 0.03%
27,010
518
$674K 0.03%
11,904
519
$671K 0.03%
14,844
520
$668K 0.03%
23,759
521
$667K 0.03%
3,700
522
$658K 0.03%
10,187
523
$657K 0.03%
4,210
524
$655K 0.03%
27,083
525
$655K 0.03%
10,686
19 20
21
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