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
1326
$111K 0.01%
1,818
1327
$111K 0.01%
3,720
1328
$111K 0.01%
3,542
1329
$110K 0.01%
7,995
1330
$109K ﹤0.01%
3,840
1331
$109K ﹤0.01%
798
1332
$109K ﹤0.01%
5,899
1333
$108K ﹤0.01%
1,598
1334
$108K ﹤0.01%
1,029
1335
$108K ﹤0.01%
4,935
1336
$108K ﹤0.01%
3,197
1337
$108K ﹤0.01%
1,414
1338
$107K ﹤0.01%
852
1339
$107K ﹤0.01%
2,438
1340
$107K ﹤0.01%
2,637
1341
$107K ﹤0.01%
486
1342
$107K ﹤0.01%
9,500
1343
$107K ﹤0.01%
6,002
1344
$107K ﹤0.01%
729
1345
$107K ﹤0.01%
714
1346
$107K ﹤0.01%
3,279
1347
$106K ﹤0.01%
966
1348
$106K ﹤0.01%
3,486
1349
$106K ﹤0.01%
2,362
1350
$106K ﹤0.01%
1,661
52 53
54
55 56