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
2576
$15K ﹤0.01%
1,000
2577
$15K ﹤0.01%
1,000
2578
$15K ﹤0.01%
172
2579
$15K ﹤0.01%
2,236
2580
$15K ﹤0.01%
800
2581
$15K ﹤0.01%
399
2582
$14K ﹤0.01%
536
2583
$14K ﹤0.01%
664
2584
$14K ﹤0.01%
397
2585
$14K ﹤0.01%
1,600
2586
$14K ﹤0.01%
563
2587
$14K ﹤0.01%
1,000
2588
$14K ﹤0.01%
220
2589
$14K ﹤0.01%
305
2590
$14K ﹤0.01%
1,100
2591
$14K ﹤0.01%
674
2592
$14K ﹤0.01%
5,500
2593
$14K ﹤0.01%
1,534
2594
$14K ﹤0.01%
202
2595
$14K ﹤0.01%
663
2596
$14K ﹤0.01%
2,516
+2,000
2597
$14K ﹤0.01%
1,587
2598
$14K ﹤0.01%
400
2599
$14K ﹤0.01%
219
2600
$14K ﹤0.01%
450
102 103
104
105 106