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
2251
$25K ﹤0.01%
274
2252
$25K ﹤0.01%
873
2253
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21
2254
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741
2255
$25K ﹤0.01%
999
2256
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1,231
2257
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492
2258
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770
2259
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784
2260
$25K ﹤0.01%
2,244
2261
$25K ﹤0.01%
1,740
2262
$24K ﹤0.01%
1,378
2263
$24K ﹤0.01%
3,675
2264
$24K ﹤0.01%
748
2265
$24K ﹤0.01%
184
2266
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445
2267
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725
2268
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929
2269
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2,598
2270
$24K ﹤0.01%
7,853
2271
$24K ﹤0.01%
547
2272
$24K ﹤0.01%
1,702
2273
$24K ﹤0.01%
38
2274
$24K ﹤0.01%
291
2275
$24K ﹤0.01%
437