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
926
$231K 0.01%
22,998
927
$230K 0.01%
10,000
928
$228K 0.01%
3,591
929
$228K 0.01%
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$227K 0.01%
4,214
931
$227K 0.01%
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932
$226K 0.01%
4,418
933
$226K 0.01%
1,449
934
$225K 0.01%
1,923
935
$225K 0.01%
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936
$224K 0.01%
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937
$224K 0.01%
6,033
938
$224K 0.01%
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939
$224K 0.01%
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940
$223K 0.01%
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941
$222K 0.01%
8,937
942
$222K 0.01%
14,259
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945
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9,762
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4,390
949
$219K 0.01%
3,601
950
$218K 0.01%
21,529
36 37
38
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