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
1776
$53K ﹤0.01%
1,000
1777
$53K ﹤0.01%
3,819
1778
$53K ﹤0.01%
2,084
1779
$52K ﹤0.01%
2,484
1780
$52K ﹤0.01%
732
1781
$52K ﹤0.01%
390
1782
$52K ﹤0.01%
1,010
1783
$52K ﹤0.01%
952
1784
$52K ﹤0.01%
1,500
1785
$52K ﹤0.01%
853
1786
$52K ﹤0.01%
3,340
1787
$52K ﹤0.01%
1,040
1788
$52K ﹤0.01%
1,975
1789
$52K ﹤0.01%
2,298
1790
$52K ﹤0.01%
3,006
1791
$51K ﹤0.01%
1,840
1792
$51K ﹤0.01%
4,720
1793
$51K ﹤0.01%
3,271
1794
$51K ﹤0.01%
3,319
1795
$51K ﹤0.01%
864
1796
$51K ﹤0.01%
2,168
1797
$51K ﹤0.01%
8,746
1798
$51K ﹤0.01%
4,211
1799
$51K ﹤0.01%
1,223
1800
$50K ﹤0.01%
630
70 71
72
73 74