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
1376
$101K ﹤0.01%
2,115
1377
$101K ﹤0.01%
3,343
+1,000
1378
$101K ﹤0.01%
2,391
1379
$101K ﹤0.01%
8,452
1380
$101K ﹤0.01%
1,595
1381
$101K ﹤0.01%
113
1382
$101K ﹤0.01%
2,338
1383
$101K ﹤0.01%
11,180
1384
$100K ﹤0.01%
3,203
1385
$100K ﹤0.01%
3,795
1386
$100K ﹤0.01%
10,000
1387
$99K ﹤0.01%
904
1388
$99K ﹤0.01%
3,150
1389
$99K ﹤0.01%
4,893
1390
$99K ﹤0.01%
1,669
1391
$99K ﹤0.01%
810
1392
$98K ﹤0.01%
583
1393
$98K ﹤0.01%
1,666
1394
$98K ﹤0.01%
1,517
1395
$98K ﹤0.01%
915
1396
$98K ﹤0.01%
2,593
1397
$98K ﹤0.01%
1,230
1398
$98K ﹤0.01%
1,346
1399
$97K ﹤0.01%
7,218
1400
$97K ﹤0.01%
1,855
54 55
56
57 58