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
876
$264K 0.01%
12,460
877
$263K 0.01%
9,714
878
$262K 0.01%
9,339
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879
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880
$261K 0.01%
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881
$260K 0.01%
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882
$259K 0.01%
2,633
883
$259K 0.01%
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884
$258K 0.01%
3,659
885
$258K 0.01%
18,001
886
$258K 0.01%
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887
$257K 0.01%
4,314
888
$257K 0.01%
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889
$256K 0.01%
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890
$254K 0.01%
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891
$253K 0.01%
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892
$252K 0.01%
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893
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899
$246K 0.01%
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900
$246K 0.01%
4,885
34 35
36
37 38