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
1151
$146K 0.01%
7,147
1152
$146K 0.01%
6,650
1153
$145K 0.01%
2,783
1154
$145K 0.01%
2,926
1155
$145K 0.01%
4,081
1156
$145K 0.01%
681
1157
$145K 0.01%
2,054
1158
$144K 0.01%
2,340
1159
$143K 0.01%
2,901
1160
$143K 0.01%
3,306
1161
$143K 0.01%
3,497
1162
$143K 0.01%
3,656
1163
$143K 0.01%
35,500
1164
$143K 0.01%
1,051
1165
$142K 0.01%
6,075
1166
$142K 0.01%
7,683
1167
$142K 0.01%
2,571
1168
$142K 0.01%
2,144
1169
$141K 0.01%
4,358
1170
$141K 0.01%
3,350
1171
$141K 0.01%
1,178
1172
$141K 0.01%
12,916
1173
$140K 0.01%
26,350
1174
$140K 0.01%
1,220
1175
$140K 0.01%
1,458
45 46
47
48 49