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
1951
$40K ﹤0.01%
759
1952
$40K ﹤0.01%
9,327
1953
$40K ﹤0.01%
1,300
1954
$40K ﹤0.01%
1,325
1955
$39K ﹤0.01%
801
1956
$39K ﹤0.01%
1,347
1957
$39K ﹤0.01%
1,600
1958
$39K ﹤0.01%
434
1959
$39K ﹤0.01%
1,387
1960
$39K ﹤0.01%
333
1961
$39K ﹤0.01%
857
1962
$39K ﹤0.01%
449
1963
$39K ﹤0.01%
2,763
1964
$39K ﹤0.01%
1,250
1965
$39K ﹤0.01%
1,535
1966
$39K ﹤0.01%
1,580
1967
$39K ﹤0.01%
500
1968
$39K ﹤0.01%
1,984
1969
$39K ﹤0.01%
1,423
1970
$39K ﹤0.01%
9,359
+2,500
1971
$39K ﹤0.01%
788
1972
$39K ﹤0.01%
2,100
1973
$39K ﹤0.01%
969
1974
$38K ﹤0.01%
3,772
1975
$38K ﹤0.01%
54
77 78
79
80 81