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
851
$279K 0.01%
40,246
852
$278K 0.01%
5,771
853
$277K 0.01%
5,980
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$277K 0.01%
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855
$276K 0.01%
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856
$276K 0.01%
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$275K 0.01%
6,938
858
$275K 0.01%
5,639
859
$274K 0.01%
1,549
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$273K 0.01%
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861
$272K 0.01%
8,423
862
$271K 0.01%
13,375
863
$271K 0.01%
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865
$270K 0.01%
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866
$269K 0.01%
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$269K 0.01%
3,313
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$268K 0.01%
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869
$268K 0.01%
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6,572
873
$266K 0.01%
12,685
874
$266K 0.01%
12,647
875
$264K 0.01%
17,904
33 34
35
36 37