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
2526
$16K ﹤0.01%
125
2527
$16K ﹤0.01%
380
2528
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332
2529
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620
2530
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396
2531
$16K ﹤0.01%
36
2532
$16K ﹤0.01%
2,584
2533
$16K ﹤0.01%
17
2534
$16K ﹤0.01%
215
2535
$16K ﹤0.01%
1,213
2536
$16K ﹤0.01%
1,185
2537
$16K ﹤0.01%
606
2538
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406
2539
$16K ﹤0.01%
600
2540
$16K ﹤0.01%
787
2541
$16K ﹤0.01%
439
2542
$16K ﹤0.01%
2,000
2543
$16K ﹤0.01%
1,105
2544
$16K ﹤0.01%
452
2545
$16K ﹤0.01%
671
2546
$16K ﹤0.01%
910
2547
$15K ﹤0.01%
133
2548
$15K ﹤0.01%
636
2549
$15K ﹤0.01%
797
2550
$15K ﹤0.01%
131