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
1701
$61K ﹤0.01%
436
1702
$61K ﹤0.01%
2,050
1703
$61K ﹤0.01%
2,665
1704
$61K ﹤0.01%
4,000
1705
$60K ﹤0.01%
3,625
1706
$60K ﹤0.01%
1,092
1707
$60K ﹤0.01%
889
1708
$60K ﹤0.01%
343
1709
$60K ﹤0.01%
1,688
1710
$60K ﹤0.01%
1,233
1711
$60K ﹤0.01%
3,835
1712
$60K ﹤0.01%
2,350
1713
$59K ﹤0.01%
1,125
1714
$59K ﹤0.01%
515
1715
$59K ﹤0.01%
766
1716
$59K ﹤0.01%
735
1717
$59K ﹤0.01%
9,600
1718
$59K ﹤0.01%
2,855
1719
$59K ﹤0.01%
1,284
1720
$59K ﹤0.01%
1,012
1721
$59K ﹤0.01%
1,576
1722
$59K ﹤0.01%
1,803
1723
$58K ﹤0.01%
284
1724
$58K ﹤0.01%
463
1725
$58K ﹤0.01%
15,000
67 68
69
70 71