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
2326
$22K ﹤0.01%
1,008
2327
$22K ﹤0.01%
1,150
2328
$22K ﹤0.01%
1,060
2329
$22K ﹤0.01%
7,035
2330
$22K ﹤0.01%
645
2331
$22K ﹤0.01%
1,560
2332
$22K ﹤0.01%
264
2333
$22K ﹤0.01%
800
2334
$22K ﹤0.01%
1,521
2335
$22K ﹤0.01%
228
2336
$22K ﹤0.01%
579
2337
$22K ﹤0.01%
1,582
2338
$22K ﹤0.01%
387
2339
$21K ﹤0.01%
728
2340
$21K ﹤0.01%
976
2341
$21K ﹤0.01%
831
2342
$21K ﹤0.01%
600
2343
$21K ﹤0.01%
3,611
2344
$21K ﹤0.01%
375
2345
$21K ﹤0.01%
170
2346
$21K ﹤0.01%
379
2347
$21K ﹤0.01%
2,020
2348
$21K ﹤0.01%
1,018
2349
$21K ﹤0.01%
3,530
2350
$21K ﹤0.01%
953