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
1101
$159K 0.01%
1,599
+400
1102
$159K 0.01%
19,378
1103
$159K 0.01%
3,484
1104
$158K 0.01%
4,186
1105
$158K 0.01%
6,835
1106
$158K 0.01%
12,674
1107
$157K 0.01%
1,728
1108
$157K 0.01%
10,874
1109
$156K 0.01%
2,581
1110
$156K 0.01%
10,467
1111
$156K 0.01%
3,200
1112
$155K 0.01%
2,628
1113
$155K 0.01%
787
1114
$154K 0.01%
3,072
1115
$154K 0.01%
6,668
1116
$154K 0.01%
1,700
1117
$154K 0.01%
7,210
1118
$154K 0.01%
1,356
1119
$153K 0.01%
6,042
1120
$153K 0.01%
3,694
+500
1121
$153K 0.01%
7,200
+6,600
1122
$153K 0.01%
3,953
1123
$153K 0.01%
12,118
1124
$153K 0.01%
1,193
1125
$153K 0.01%
6,035
43 44
45
46 47