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
1501
$82K ﹤0.01%
2,870
1502
$82K ﹤0.01%
871
1503
$82K ﹤0.01%
1,801
1504
$82K ﹤0.01%
1,231
1505
$82K ﹤0.01%
3,287
1506
$82K ﹤0.01%
6,986
1507
$82K ﹤0.01%
2,875
1508
$81K ﹤0.01%
2,195
1509
$81K ﹤0.01%
1,438
1510
$81K ﹤0.01%
2,458
1511
$81K ﹤0.01%
1,693
1512
$81K ﹤0.01%
1,451
1513
$81K ﹤0.01%
1,115
1514
$81K ﹤0.01%
2,525
+400
1515
$80K ﹤0.01%
1,800
1516
$80K ﹤0.01%
2,725
1517
$80K ﹤0.01%
913
1518
$80K ﹤0.01%
2,065
1519
$79K ﹤0.01%
914
1520
$79K ﹤0.01%
3,140
1521
$79K ﹤0.01%
3,074
1522
$79K ﹤0.01%
617
1523
$79K ﹤0.01%
849
1524
$79K ﹤0.01%
10,206
1525
$78K ﹤0.01%
15,129
59 60
61
62 63