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
2351
$21K ﹤0.01%
4,910
2352
$21K ﹤0.01%
7,074
2353
$21K ﹤0.01%
341
2354
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2,198
2355
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346
2356
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1,250
2357
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512
2358
$21K ﹤0.01%
1,201
2359
$21K ﹤0.01%
1,190
2360
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1,790
2361
$21K ﹤0.01%
467
2362
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310
2363
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1,782
2364
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135
2365
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2,026
2366
$21K ﹤0.01%
675
2367
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1,182
2368
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530
2369
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1,000
2370
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900
2371
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890
2372
$21K ﹤0.01%
602
2373
$21K ﹤0.01%
1,378
2374
$21K ﹤0.01%
943
2375
$20K ﹤0.01%
381