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
2201
$27K ﹤0.01%
400
2202
$27K ﹤0.01%
200
2203
$27K ﹤0.01%
1,600
2204
$27K ﹤0.01%
3,617
2205
$27K ﹤0.01%
300
2206
$27K ﹤0.01%
2,820
2207
$27K ﹤0.01%
766
2208
$26K ﹤0.01%
548
2209
$26K ﹤0.01%
256
2210
$26K ﹤0.01%
1,740
2211
$26K ﹤0.01%
500
2212
$26K ﹤0.01%
528
2213
$26K ﹤0.01%
273
2214
$26K ﹤0.01%
710
2215
$26K ﹤0.01%
392
2216
$26K ﹤0.01%
476
2217
$26K ﹤0.01%
740
2218
$26K ﹤0.01%
1,030
2219
$26K ﹤0.01%
530
2220
$26K ﹤0.01%
2,950
2221
$26K ﹤0.01%
894
2222
$26K ﹤0.01%
570
2223
$26K ﹤0.01%
877
2224
$26K ﹤0.01%
3,460
2225
$26K ﹤0.01%
5,206
87 88
89
90 91