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
1401
$97K ﹤0.01%
9,317
1402
$97K ﹤0.01%
2,011
1403
$96K ﹤0.01%
3,662
1404
$96K ﹤0.01%
2,004
1405
$96K ﹤0.01%
2,036
1406
$96K ﹤0.01%
2,100
1407
$96K ﹤0.01%
591
1408
$96K ﹤0.01%
2,411
1409
$96K ﹤0.01%
5,748
1410
$96K ﹤0.01%
6,332
1411
$95K ﹤0.01%
4,079
1412
$95K ﹤0.01%
9,351
1413
$95K ﹤0.01%
798
1414
$95K ﹤0.01%
2,415
1415
$95K ﹤0.01%
2,664
1416
$94K ﹤0.01%
5,967
1417
$94K ﹤0.01%
1,115
1418
$94K ﹤0.01%
251
1419
$94K ﹤0.01%
5,796
1420
$94K ﹤0.01%
12,783
1421
$94K ﹤0.01%
2,420
1422
$93K ﹤0.01%
2,241
1423
$93K ﹤0.01%
1,398
1424
$93K ﹤0.01%
1,641
1425
$93K ﹤0.01%
5,200
55 56
57
58 59