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
51
$8.75M 0.4%
166,180
+8,000
52
$8.5M 0.39%
49,403
53
$8.27M 0.37%
485,364
54
$8.18M 0.37%
277,007
55
$8.11M 0.37%
79,467
56
$8.03M 0.36%
52,641
+700
57
$8.01M 0.36%
205,147
-3,092
58
$7.97M 0.36%
149,286
59
$7.59M 0.34%
90,593
60
$7.58M 0.34%
236,978
61
$7.53M 0.34%
66,064
62
$7.51M 0.34%
74,376
63
$7.42M 0.34%
76,722
64
$7.11M 0.32%
33,360
65
$7.1M 0.32%
139,634
66
$6.92M 0.31%
79,197
67
$6.92M 0.31%
83,333
68
$6.91M 0.31%
85,255
69
$6.83M 0.31%
178,423
70
$6.76M 0.31%
147,417
71
$6.62M 0.3%
38,368
+400
72
$6.6M 0.3%
54,271
73
$6.58M 0.3%
122,332
74
$6.31M 0.29%
120,620
75
$6.26M 0.28%
132,802
1 2
3
4 5