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
2401
$20K ﹤0.01%
305
2402
$19K ﹤0.01%
392
2403
$19K ﹤0.01%
652
2404
$19K ﹤0.01%
2,069
2405
$19K ﹤0.01%
696
2406
$19K ﹤0.01%
700
2407
$19K ﹤0.01%
248
2408
$19K ﹤0.01%
668
2409
$19K ﹤0.01%
1,398
2410
$19K ﹤0.01%
9,024
2411
$19K ﹤0.01%
733
2412
$19K ﹤0.01%
1,186
2413
$19K ﹤0.01%
383
2414
$19K ﹤0.01%
1,550
2415
$19K ﹤0.01%
632
2416
$19K ﹤0.01%
1,050
2417
$19K ﹤0.01%
531
2418
$19K ﹤0.01%
2,845
2419
$19K ﹤0.01%
931
2420
$19K ﹤0.01%
2,034
2421
$19K ﹤0.01%
1,076
2422
$19K ﹤0.01%
399
2423
$19K ﹤0.01%
1,051
2424
$19K ﹤0.01%
917
2425
$19K ﹤0.01%
975