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
726
$383K 0.02%
24,811
727
$382K 0.02%
14,645
728
$380K 0.02%
6,011
729
$380K 0.02%
1,903
730
$380K 0.02%
3,190
731
$379K 0.02%
31,806
732
$379K 0.02%
18,186
733
$378K 0.02%
18,500
734
$377K 0.02%
2,224
735
$376K 0.02%
5,779
736
$376K 0.02%
6,691
737
$376K 0.02%
1,852
738
$376K 0.02%
7,179
739
$375K 0.02%
42,786
740
$374K 0.02%
6,984
741
$374K 0.02%
7,240
742
$374K 0.02%
5,360
743
$373K 0.02%
16,264
744
$372K 0.02%
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$371K 0.02%
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746
$370K 0.02%
21,789
747
$370K 0.02%
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748
$370K 0.02%
6,789
749
$368K 0.02%
5,258
750
$366K 0.02%
8,342
28 29
30
31 32