IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
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
+$3.36M
2
+$634K
3
+$421K
4
FMI
Foundation Medicine, Inc.
FMI
+$246K
5
F icon
Ford
F
+$194K

Top Sells

1
+$322K
2
+$287K
3
+$121K
4
HEI icon
HEICO Corp
HEI
+$83.8K
5
FISV
Fiserv Inc
FISV
+$37K

Sector Composition

1 Technology 6.28%
2 Financials 5.45%
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
226
$2.16M 0.1%
53,827
227
$2.14M 0.1%
39,412
228
$2.1M 0.1%
31,461
229
$2.08M 0.09%
35,375
230
$2.06M 0.09%
31,580
231
$2.06M 0.09%
38,199
232
$2.06M 0.09%
20,257
233
$2.03M 0.09%
37,035
234
$2.03M 0.09%
28,746
235
$2M 0.09%
21,775
236
$1.97M 0.09%
27,764
237
$1.96M 0.09%
34,437
238
$1.95M 0.09%
32,662
239
$1.92M 0.09%
26,821
240
$1.92M 0.09%
67,206
241
$1.91M 0.09%
47,036
242
$1.9M 0.09%
30,085
243
$1.89M 0.09%
114,676
244
$1.87M 0.08%
88,930
245
$1.86M 0.08%
18,244
246
$1.86M 0.08%
23,176
247
$1.85M 0.08%
34,040
248
$1.85M 0.08%
115,489
249
$1.83M 0.08%
95,440
250
$1.79M 0.08%
54,680
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