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
551
$602K 0.03%
9,653
552
$601K 0.03%
11,870
553
$600K 0.03%
17,264
554
$599K 0.03%
6,541
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555
$597K 0.03%
16,837
556
$592K 0.03%
6,767
557
$590K 0.03%
28,085
558
$586K 0.03%
30,891
559
$585K 0.03%
7,402
560
$582K 0.03%
16,344
561
$581K 0.03%
16,307
562
$581K 0.03%
22,650
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563
$581K 0.03%
22,629
564
$580K 0.03%
14,817
565
$580K 0.03%
16,569
566
$579K 0.03%
6,367
567
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17,988
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8,885
573
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14,736
574
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2,964
575
$567K 0.03%
8,511
21 22
23
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