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
1576
$72K ﹤0.01%
915
1577
$72K ﹤0.01%
1,376
1578
$72K ﹤0.01%
2,815
1579
$72K ﹤0.01%
2,186
1580
$72K ﹤0.01%
2,156
1581
$72K ﹤0.01%
462
1582
$72K ﹤0.01%
635
1583
$72K ﹤0.01%
3,666
1584
$72K ﹤0.01%
40,684
1585
$72K ﹤0.01%
2,459
1586
$72K ﹤0.01%
1,133
1587
$72K ﹤0.01%
2,838
1588
$71K ﹤0.01%
1,488
1589
$71K ﹤0.01%
1,167
1590
$71K ﹤0.01%
1,750
1591
$71K ﹤0.01%
1,181
1592
$71K ﹤0.01%
3,912
1593
$71K ﹤0.01%
935
1594
$71K ﹤0.01%
1,934
1595
$71K ﹤0.01%
3,425
1596
$71K ﹤0.01%
777
1597
$71K ﹤0.01%
1,637
1598
$71K ﹤0.01%
7,054
1599
$71K ﹤0.01%
1,258
1600
$71K ﹤0.01%
2,835
62 63
64
65 66