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
2051
$33K ﹤0.01%
1,117
2052
$33K ﹤0.01%
7,131
2053
$33K ﹤0.01%
1,362
2054
$33K ﹤0.01%
708
2055
$33K ﹤0.01%
1,942
2056
$33K ﹤0.01%
1,114
2057
$33K ﹤0.01%
1,338
2058
$32K ﹤0.01%
3,200
2059
$32K ﹤0.01%
2,644
2060
$32K ﹤0.01%
2,000
2061
$32K ﹤0.01%
2,145
2062
$32K ﹤0.01%
1,056
2063
$32K ﹤0.01%
1,781
2064
$32K ﹤0.01%
750
2065
$32K ﹤0.01%
1,520
2066
$32K ﹤0.01%
496
2067
$32K ﹤0.01%
1,032
2068
$32K ﹤0.01%
1,850
2069
$32K ﹤0.01%
5,548
2070
$32K ﹤0.01%
1,530
2071
$32K ﹤0.01%
523
2072
$32K ﹤0.01%
379
2073
$32K ﹤0.01%
4,372
2074
$32K ﹤0.01%
400
2075
$32K ﹤0.01%
1,400
81 82
83
84 85