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
1051
$174K 0.01%
26,800
1052
$173K 0.01%
7,152
1053
$173K 0.01%
2,730
1054
$173K 0.01%
4,059
1055
$172K 0.01%
6,526
1056
$172K 0.01%
5,845
1057
$172K 0.01%
1,413
1058
$172K 0.01%
1,656
1059
$172K 0.01%
5,673
1060
$171K 0.01%
3,408
1061
$171K 0.01%
3,402
1062
$171K 0.01%
5,624
1063
$170K 0.01%
3,797
1064
$170K 0.01%
2,642
1065
$170K 0.01%
10,037
1066
$169K 0.01%
694
1067
$169K 0.01%
2,270
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$168K 0.01%
6,800
1069
$168K 0.01%
2,044
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91
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12,064
1072
$167K 0.01%
8,275
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4,536
1074
$166K 0.01%
2,427
1075
$166K 0.01%
6,284
41 42
43
44 45