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
1676
$63K ﹤0.01%
950
1677
$63K ﹤0.01%
337
1678
$62K ﹤0.01%
2,796
1679
$62K ﹤0.01%
3,078
1680
$62K ﹤0.01%
7,088
1681
$62K ﹤0.01%
1,067
1682
$62K ﹤0.01%
1,533
1683
$62K ﹤0.01%
508
1684
$62K ﹤0.01%
2,062
1685
$62K ﹤0.01%
1,050
1686
$62K ﹤0.01%
1,388
1687
$62K ﹤0.01%
679
1688
$62K ﹤0.01%
1,905
1689
$62K ﹤0.01%
25,267
1690
$62K ﹤0.01%
965
1691
$62K ﹤0.01%
1,163
1692
$62K ﹤0.01%
5,319
1693
$61K ﹤0.01%
1,138
1694
$61K ﹤0.01%
1,618
1695
$61K ﹤0.01%
5,883
1696
$61K ﹤0.01%
827
1697
$61K ﹤0.01%
6,313
1698
$61K ﹤0.01%
1,946
1699
$61K ﹤0.01%
1,385
1700
$61K ﹤0.01%
2,598
66 67
68
69 70