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
1176
$140K 0.01%
2,483
1177
$140K 0.01%
10,315
1178
$140K 0.01%
5,670
1179
$139K 0.01%
994
1180
$139K 0.01%
4,497
1181
$139K 0.01%
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1182
$139K 0.01%
559
1183
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1184
$139K 0.01%
692
1185
$138K 0.01%
1,916
1186
$138K 0.01%
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1187
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1188
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3,326
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$138K 0.01%
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16,162
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$137K 0.01%
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1192
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2,233
1193
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3,836
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$136K 0.01%
2,282
1200
$136K 0.01%
3,740
46 47
48
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