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
2451
$18K ﹤0.01%
1,098
2452
$18K ﹤0.01%
712
2453
$18K ﹤0.01%
900
2454
$18K ﹤0.01%
570
2455
$18K ﹤0.01%
933
2456
$18K ﹤0.01%
800
2457
$18K ﹤0.01%
301
2458
$18K ﹤0.01%
564
2459
$18K ﹤0.01%
531
2460
$18K ﹤0.01%
630
2461
$18K ﹤0.01%
913
2462
$18K ﹤0.01%
5,752
2463
$18K ﹤0.01%
201
2464
$18K ﹤0.01%
297
2465
$18K ﹤0.01%
107
2466
$18K ﹤0.01%
185
2467
$18K ﹤0.01%
217
2468
$18K ﹤0.01%
238
2469
$18K ﹤0.01%
2,415
2470
$18K ﹤0.01%
111
2471
$18K ﹤0.01%
988
2472
$18K ﹤0.01%
209
2473
$18K ﹤0.01%
1,025
2474
$18K ﹤0.01%
686
2475
$18K ﹤0.01%
904