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
1251
$125K 0.01%
1,438
1252
$125K 0.01%
3,229
1253
$124K 0.01%
4,325
1254
$124K 0.01%
6,197
1255
$124K 0.01%
394
1256
$124K 0.01%
4,770
1257
$124K 0.01%
2,551
1258
$124K 0.01%
2,942
1259
$124K 0.01%
3,375
1260
$123K 0.01%
8,511
1261
$123K 0.01%
2,320
1262
$123K 0.01%
6,670
1263
$123K 0.01%
2,394
1264
$123K 0.01%
20,300
1265
$123K 0.01%
7,597
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$122K 0.01%
2,560
1267
$122K 0.01%
8,600
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7,056
1269
$122K 0.01%
1,196
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6,396
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6,781
1272
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1,209
1273
$121K 0.01%
563
1274
$120K 0.01%
1,936
1275
$120K 0.01%
2,415
49 50
51
52 53