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
2076
$32K ﹤0.01%
842
2077
$32K ﹤0.01%
4,044
2078
$32K ﹤0.01%
1,816
2079
$32K ﹤0.01%
820
2080
$32K ﹤0.01%
600
2081
$32K ﹤0.01%
481
2082
$32K ﹤0.01%
2,472
2083
$32K ﹤0.01%
522
2084
$32K ﹤0.01%
355
2085
$31K ﹤0.01%
264
2086
$31K ﹤0.01%
3,000
2087
$31K ﹤0.01%
1,957
2088
$31K ﹤0.01%
4,428
2089
$31K ﹤0.01%
781
2090
$31K ﹤0.01%
1,698
2091
$31K ﹤0.01%
131
2092
$31K ﹤0.01%
2,104
2093
$31K ﹤0.01%
506
2094
$31K ﹤0.01%
242
2095
$31K ﹤0.01%
1,031
2096
$31K ﹤0.01%
1,229
2097
$31K ﹤0.01%
2,710
2098
$31K ﹤0.01%
489
2099
$31K ﹤0.01%
248
2100
$31K ﹤0.01%
582