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
2126
$30K ﹤0.01%
850
2127
$30K ﹤0.01%
990
2128
$30K ﹤0.01%
639
2129
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720
2130
$30K ﹤0.01%
2,540
2131
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2,367
2132
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7,550
2133
$30K ﹤0.01%
378
2134
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4,000
2135
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897
2136
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1,000
2137
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2,000
2138
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2,178
2139
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504
2140
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351
2141
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463
2142
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359
2143
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658
2144
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216
2145
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1,735
2146
$29K ﹤0.01%
190
2147
$29K ﹤0.01%
566
-566
2148
$29K ﹤0.01%
320
2149
$29K ﹤0.01%
600
2150
$29K ﹤0.01%
1,372