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
801
$317K 0.01%
3,062
802
$317K 0.01%
12,367
803
$316K 0.01%
9,156
804
$314K 0.01%
11,297
805
$313K 0.01%
6,518
806
$313K 0.01%
13,735
807
$312K 0.01%
2,590
808
$311K 0.01%
6,573
809
$310K 0.01%
9,647
810
$309K 0.01%
4,018
811
$307K 0.01%
4,885
812
$306K 0.01%
6,283
813
$306K 0.01%
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$305K 0.01%
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815
$304K 0.01%
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816
$303K 0.01%
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817
$303K 0.01%
3,531
818
$302K 0.01%
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7,595
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6,828
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9,677
824
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4,971
825
$298K 0.01%
6,124
31 32
33
34 35