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
951
$217K 0.01%
7,010
952
$217K 0.01%
13,000
953
$216K 0.01%
6,912
954
$216K 0.01%
1,955
955
$216K 0.01%
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956
$216K 0.01%
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957
$216K 0.01%
7,105
958
$215K 0.01%
4,295
959
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2,515
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3,230
961
$215K 0.01%
5,320
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$214K 0.01%
14,041
963
$213K 0.01%
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965
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966
$213K 0.01%
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967
$212K 0.01%
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968
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969
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5,514
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3,122
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1,748
975
$208K 0.01%
21,265
37 38
39
40 41