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
2151
$29K ﹤0.01%
617
2152
$29K ﹤0.01%
701
2153
$29K ﹤0.01%
422
2154
$29K ﹤0.01%
414
2155
$29K ﹤0.01%
3,000
2156
$29K ﹤0.01%
2,738
2157
$29K ﹤0.01%
468
2158
$29K ﹤0.01%
334
2159
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498
2160
$29K ﹤0.01%
1,078
2161
$29K ﹤0.01%
950
2162
$29K ﹤0.01%
559
2163
$29K ﹤0.01%
777
2164
$29K ﹤0.01%
526
2165
$29K ﹤0.01%
1,220
2166
$29K ﹤0.01%
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2167
$29K ﹤0.01%
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$29K ﹤0.01%
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2169
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2170
$28K ﹤0.01%
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$28K ﹤0.01%
571
2172
$28K ﹤0.01%
2,000
2173
$28K ﹤0.01%
2,414
2174
$28K ﹤0.01%
504
2175
$28K ﹤0.01%
559
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87
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