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
2476
$18K ﹤0.01%
904
2477
$17K ﹤0.01%
1,002
2478
$17K ﹤0.01%
332
2479
$17K ﹤0.01%
218
2480
$17K ﹤0.01%
2,212
2481
$17K ﹤0.01%
107
2482
$17K ﹤0.01%
831
2483
$17K ﹤0.01%
450
2484
$17K ﹤0.01%
5,200
2485
$17K ﹤0.01%
1,000
2486
$17K ﹤0.01%
260
2487
$17K ﹤0.01%
554
2488
$17K ﹤0.01%
4,101
2489
$17K ﹤0.01%
1,361
2490
$17K ﹤0.01%
7,315
2491
$17K ﹤0.01%
606
2492
$17K ﹤0.01%
2,716
2493
$17K ﹤0.01%
1,646
2494
$17K ﹤0.01%
292
-292
2495
$17K ﹤0.01%
501
2496
$17K ﹤0.01%
400
2497
$17K ﹤0.01%
150
2498
$17K ﹤0.01%
1,397
2499
$17K ﹤0.01%
1,000
2500
$17K ﹤0.01%
686