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
1826
$49K ﹤0.01%
928
1827
$49K ﹤0.01%
2,072
1828
$49K ﹤0.01%
3,255
1829
$49K ﹤0.01%
25
1830
$49K ﹤0.01%
3,411
1831
$48K ﹤0.01%
620
1832
$48K ﹤0.01%
2,201
1833
$48K ﹤0.01%
1,400
1834
$48K ﹤0.01%
1,344
1835
$48K ﹤0.01%
3,340
1836
$48K ﹤0.01%
749
1837
$48K ﹤0.01%
593
1838
$48K ﹤0.01%
2,550
1839
$48K ﹤0.01%
1,725
1840
$48K ﹤0.01%
1,700
1841
$48K ﹤0.01%
1,514
1842
$48K ﹤0.01%
1,325
1843
$48K ﹤0.01%
969
1844
$47K ﹤0.01%
1,381
1845
$47K ﹤0.01%
716
1846
$47K ﹤0.01%
6,276
1847
$47K ﹤0.01%
950
1848
$47K ﹤0.01%
916
1849
$47K ﹤0.01%
858
1850
$47K ﹤0.01%
849
72 73
74
75 76