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
826
$298K 0.01%
8,646
827
$297K 0.01%
14,199
828
$294K 0.01%
7,200
829
$294K 0.01%
9,564
830
$294K 0.01%
33,978
831
$294K 0.01%
8,614
832
$293K 0.01%
3,011
833
$293K 0.01%
11,708
834
$293K 0.01%
21,000
835
$291K 0.01%
5,023
836
$290K 0.01%
8,020
837
$290K 0.01%
4,177
838
$289K 0.01%
21,904
839
$289K 0.01%
1,715
840
$289K 0.01%
20,335
841
$289K 0.01%
1,682
842
$288K 0.01%
7,875
843
$287K 0.01%
16,515
844
$284K 0.01%
2,355
845
$282K 0.01%
2,806
846
$282K 0.01%
5,378
847
$282K 0.01%
7,232
848
$280K 0.01%
4,500
849
$280K 0.01%
2,872
850
$279K 0.01%
5,449
32 33
34
35 36