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
2001
$36K ﹤0.01%
1,168
2002
$36K ﹤0.01%
4,115
2003
$36K ﹤0.01%
500
2004
$36K ﹤0.01%
723
2005
$36K ﹤0.01%
5,749
2006
$36K ﹤0.01%
500
2007
$36K ﹤0.01%
600
2008
$36K ﹤0.01%
1,523
2009
$35K ﹤0.01%
1,430
2010
$35K ﹤0.01%
1,842
2011
$35K ﹤0.01%
372
2012
$35K ﹤0.01%
420
2013
$35K ﹤0.01%
4,300
2014
$35K ﹤0.01%
602
2015
$35K ﹤0.01%
1,340
2016
$35K ﹤0.01%
1,520
2017
$35K ﹤0.01%
540
2018
$35K ﹤0.01%
883
2019
$35K ﹤0.01%
1,700
2020
$35K ﹤0.01%
2,939
2021
$35K ﹤0.01%
1,326
2022
$35K ﹤0.01%
1,122
2023
$35K ﹤0.01%
1,011
2024
$35K ﹤0.01%
413
2025
$35K ﹤0.01%
985
79 80
81
82 83