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
1801
$50K ﹤0.01%
686
1802
$50K ﹤0.01%
1,694
1803
$50K ﹤0.01%
2,020
1804
$50K ﹤0.01%
288
1805
$50K ﹤0.01%
1,558
1806
$50K ﹤0.01%
507
1807
$50K ﹤0.01%
3,395
1808
$50K ﹤0.01%
3,381
1809
$50K ﹤0.01%
1,813
1810
$50K ﹤0.01%
1,232
1811
$50K ﹤0.01%
1,502
1812
$50K ﹤0.01%
3,825
1813
$49K ﹤0.01%
1,719
1814
$49K ﹤0.01%
27,240
1815
$49K ﹤0.01%
1,506
1816
$49K ﹤0.01%
4,165
1817
$49K ﹤0.01%
1,510
1818
$49K ﹤0.01%
3,550
1819
$49K ﹤0.01%
1,800
1820
$49K ﹤0.01%
556
1821
$49K ﹤0.01%
399
1822
$49K ﹤0.01%
3,550
1823
$49K ﹤0.01%
1,898
1824
$49K ﹤0.01%
1,142
1825
$49K ﹤0.01%
1,282
71 72
73
74 75