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
1451
$89K ﹤0.01%
2,787
1452
$89K ﹤0.01%
3,716
1453
$89K ﹤0.01%
1,039
1454
$89K ﹤0.01%
2,213
1455
$89K ﹤0.01%
2,980
1456
$88K ﹤0.01%
1,100
1457
$88K ﹤0.01%
5,368
1458
$88K ﹤0.01%
6,413
1459
$88K ﹤0.01%
1,910
1460
$87K ﹤0.01%
1,578
1461
$87K ﹤0.01%
691
1462
$87K ﹤0.01%
1,641
1463
$87K ﹤0.01%
7,148
1464
$87K ﹤0.01%
405
1465
$87K ﹤0.01%
3,192
1466
$86K ﹤0.01%
1,221
1467
$86K ﹤0.01%
758
1468
$86K ﹤0.01%
5,990
1469
$86K ﹤0.01%
2,326
1470
$86K ﹤0.01%
7,732
1471
$86K ﹤0.01%
2,121
1472
$86K ﹤0.01%
9,000
1473
$85K ﹤0.01%
3,814
1474
$85K ﹤0.01%
1,625
1475
$85K ﹤0.01%
4,036
57 58
59
60 61