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
1601
$70K ﹤0.01%
396
1602
$70K ﹤0.01%
1,031
1603
$70K ﹤0.01%
1,264
1604
$70K ﹤0.01%
2,975
1605
$70K ﹤0.01%
7,201
1606
$69K ﹤0.01%
751
1607
$69K ﹤0.01%
97
1608
$69K ﹤0.01%
2,616
1609
$69K ﹤0.01%
7,503
1610
$69K ﹤0.01%
4,531
1611
$69K ﹤0.01%
1,861
1612
$69K ﹤0.01%
2,176
1613
$69K ﹤0.01%
699
1614
$69K ﹤0.01%
1,032
1615
$69K ﹤0.01%
3,351
1616
$68K ﹤0.01%
3,263
1617
$68K ﹤0.01%
6,495
1618
$68K ﹤0.01%
1,194
1619
$68K ﹤0.01%
2,408
1620
$68K ﹤0.01%
500
1621
$68K ﹤0.01%
1,795
1622
$68K ﹤0.01%
1,338
1623
$67K ﹤0.01%
79
1624
$67K ﹤0.01%
3,285
1625
$67K ﹤0.01%
1,610