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
2501
$17K ﹤0.01%
894
2502
$17K ﹤0.01%
1,683
2503
$17K ﹤0.01%
131
2504
$17K ﹤0.01%
560
2505
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302
2506
$17K ﹤0.01%
292
2507
$17K ﹤0.01%
1,331
2508
$17K ﹤0.01%
195
2509
$16K ﹤0.01%
409
2510
$16K ﹤0.01%
1,722
2511
$16K ﹤0.01%
875
2512
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812
2513
$16K ﹤0.01%
787
2514
$16K ﹤0.01%
732
2515
$16K ﹤0.01%
138
2516
$16K ﹤0.01%
406
2517
$16K ﹤0.01%
474
2518
$16K ﹤0.01%
1,032
2519
$16K ﹤0.01%
263
2520
$16K ﹤0.01%
504
2521
$16K ﹤0.01%
1,078
2522
$16K ﹤0.01%
210
2523
$16K ﹤0.01%
174
2524
$16K ﹤0.01%
320
2525
$16K ﹤0.01%
475