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
2176
$28K ﹤0.01%
1,088
2177
$28K ﹤0.01%
3,546
2178
$28K ﹤0.01%
1,474
2179
$28K ﹤0.01%
486
2180
$28K ﹤0.01%
1,489
2181
$28K ﹤0.01%
150
2182
$28K ﹤0.01%
596
2183
$28K ﹤0.01%
538
2184
$28K ﹤0.01%
314
2185
$28K ﹤0.01%
402
2186
$28K ﹤0.01%
2,273
2187
$28K ﹤0.01%
57
+13
2188
$28K ﹤0.01%
1,000
2189
$28K ﹤0.01%
593
2190
$28K ﹤0.01%
552
2191
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1,926
2192
$27K ﹤0.01%
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2193
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2194
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2195
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2196
$27K ﹤0.01%
1,250
2197
$27K ﹤0.01%
346
2198
$27K ﹤0.01%
600
2199
$27K ﹤0.01%
2,000
2200
$27K ﹤0.01%
6,950
+1,000
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88
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