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
1726
$58K ﹤0.01%
2,307
1727
$58K ﹤0.01%
553
1728
$58K ﹤0.01%
2,285
1729
$58K ﹤0.01%
756
1730
$58K ﹤0.01%
2,051
1731
$58K ﹤0.01%
1,285
1732
$58K ﹤0.01%
1,460
1733
$58K ﹤0.01%
2,590
1734
$58K ﹤0.01%
340
1735
$57K ﹤0.01%
2,083
1736
$57K ﹤0.01%
6,419
1737
$57K ﹤0.01%
1,607
1738
$57K ﹤0.01%
9,900
1739
$56K ﹤0.01%
6,352
1740
$56K ﹤0.01%
3,928
1741
$56K ﹤0.01%
14,034
1742
$56K ﹤0.01%
1,651
1743
$56K ﹤0.01%
937
1744
$56K ﹤0.01%
4,568
1745
$56K ﹤0.01%
2,800
1746
$56K ﹤0.01%
478
1747
$56K ﹤0.01%
942
1748
$55K ﹤0.01%
682
1749
$55K ﹤0.01%
2,535
1750
$55K ﹤0.01%
1,124
68 69
70
71 72