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
1926
$42K ﹤0.01%
421
1927
$41K ﹤0.01%
720
1928
$41K ﹤0.01%
1,080
1929
$41K ﹤0.01%
650
1930
$41K ﹤0.01%
984
1931
$41K ﹤0.01%
610
1932
$41K ﹤0.01%
944
+500
1933
$41K ﹤0.01%
1,294
1934
$41K ﹤0.01%
1,133
1935
$41K ﹤0.01%
773
1936
$41K ﹤0.01%
6,970
1937
$41K ﹤0.01%
3,962
1938
$41K ﹤0.01%
827
1939
$41K ﹤0.01%
275
1940
$40K ﹤0.01%
2,850
1941
$40K ﹤0.01%
535
1942
$40K ﹤0.01%
581
1943
$40K ﹤0.01%
2,700
1944
$40K ﹤0.01%
1,350
1945
$40K ﹤0.01%
680
1946
$40K ﹤0.01%
278
1947
$40K ﹤0.01%
3,050
1948
$40K ﹤0.01%
893
1949
$40K ﹤0.01%
5,382
1950
$40K ﹤0.01%
502
76 77
78
79 80