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
2226
$26K ﹤0.01%
568
2227
$26K ﹤0.01%
312
2228
$26K ﹤0.01%
806
2229
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730
2230
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600
2231
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270
2232
$26K ﹤0.01%
1,057
2233
$25K ﹤0.01%
2,720
2234
$25K ﹤0.01%
282
2235
$25K ﹤0.01%
294
2236
$25K ﹤0.01%
1,725
2237
$25K ﹤0.01%
711
2238
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836
2239
$25K ﹤0.01%
4
2240
$25K ﹤0.01%
520
2241
$25K ﹤0.01%
365
2242
$25K ﹤0.01%
989
2243
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750
2244
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244
2245
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950
2246
$25K ﹤0.01%
289
2247
$25K ﹤0.01%
546
2248
$25K ﹤0.01%
500
2249
$25K ﹤0.01%
1,682
2250
$25K ﹤0.01%
1,203