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
2101
$31K ﹤0.01%
529
2102
$31K ﹤0.01%
598
2103
$31K ﹤0.01%
308
2104
$31K ﹤0.01%
295
2105
$31K ﹤0.01%
1,158
2106
$31K ﹤0.01%
3,540
2107
$31K ﹤0.01%
846
2108
$31K ﹤0.01%
415
2109
$31K ﹤0.01%
537
2110
$31K ﹤0.01%
1,629
2111
$31K ﹤0.01%
990
2112
$31K ﹤0.01%
1,167
2113
$31K ﹤0.01%
610
2114
$31K ﹤0.01%
1,512
2115
$31K ﹤0.01%
2,411
2116
$31K ﹤0.01%
538
2117
$30K ﹤0.01%
1,400
2118
$30K ﹤0.01%
1,173
2119
$30K ﹤0.01%
2,400
2120
$30K ﹤0.01%
819
2121
$30K ﹤0.01%
957
2122
$30K ﹤0.01%
930
2123
$30K ﹤0.01%
616
2124
$30K ﹤0.01%
461
2125
$30K ﹤0.01%
446