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
1526
$78K ﹤0.01%
5,750
1527
$78K ﹤0.01%
1,863
1528
$78K ﹤0.01%
1,445
1529
$78K ﹤0.01%
450
1530
$78K ﹤0.01%
1,263
1531
$77K ﹤0.01%
3,645
1532
$77K ﹤0.01%
4,349
1533
$77K ﹤0.01%
2,571
1534
$77K ﹤0.01%
668
1535
$77K ﹤0.01%
281
1536
$77K ﹤0.01%
2,773
1537
$77K ﹤0.01%
736
1538
$77K ﹤0.01%
7,200
+1,000
1539
$77K ﹤0.01%
8,950
1540
$76K ﹤0.01%
1,843
1541
$76K ﹤0.01%
1,567
1542
$76K ﹤0.01%
1,906
1543
$76K ﹤0.01%
574
1544
$76K ﹤0.01%
1,519
1545
$76K ﹤0.01%
880
1546
$76K ﹤0.01%
7,157
1547
$76K ﹤0.01%
860
1548
$76K ﹤0.01%
1,895
1549
$75K ﹤0.01%
3,473
1550
$75K ﹤0.01%
671