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
1026
$186K 0.01%
5,124
1027
$186K 0.01%
4,580
1028
$184K 0.01%
6,201
1029
$183K 0.01%
9,054
1030
$183K 0.01%
6,907
1031
$182K 0.01%
8,414
1032
$182K 0.01%
3,519
1033
$181K 0.01%
7,539
1034
$181K 0.01%
3,896
1035
$181K 0.01%
7,833
1036
$181K 0.01%
3,900
1037
$180K 0.01%
16,079
1038
$180K 0.01%
2,214
1039
$180K 0.01%
3,283
1040
$179K 0.01%
2,228
1041
$178K 0.01%
4,087
1042
$178K 0.01%
2,295
1043
$177K 0.01%
9,379
1044
$177K 0.01%
6,983
1045
$177K 0.01%
3,378
1046
$176K 0.01%
24,397
1047
$176K 0.01%
16,316
1048
$175K 0.01%
14,012
1049
$174K 0.01%
12,708
1050
$174K 0.01%
4,494
40 41
42
43 44