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
2301
$23K ﹤0.01%
1,144
2302
$23K ﹤0.01%
1,600
2303
$23K ﹤0.01%
4,982
2304
$23K ﹤0.01%
2,045
2305
$23K ﹤0.01%
569
2306
$23K ﹤0.01%
1,546
2307
$23K ﹤0.01%
3,670
2308
$23K ﹤0.01%
2,225
2309
$23K ﹤0.01%
1,500
2310
$23K ﹤0.01%
600
2311
$22K ﹤0.01%
650
2312
$22K ﹤0.01%
1,069
2313
$22K ﹤0.01%
543
2314
$22K ﹤0.01%
545
2315
$22K ﹤0.01%
1,161
2316
$22K ﹤0.01%
439
2317
$22K ﹤0.01%
910
2318
$22K ﹤0.01%
161
2319
$22K ﹤0.01%
169
2320
$22K ﹤0.01%
238
2321
$22K ﹤0.01%
149
2322
$22K ﹤0.01%
273
2323
$22K ﹤0.01%
490
2324
$22K ﹤0.01%
1,663
2325
$22K ﹤0.01%
2,154
91 92
93
94 95