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
2601
$14K ﹤0.01%
161
2602
$14K ﹤0.01%
1,082
2603
$14K ﹤0.01%
435
2604
$14K ﹤0.01%
628
2605
$14K ﹤0.01%
150
2606
$14K ﹤0.01%
1,076
2607
$14K ﹤0.01%
7,500
2608
$14K ﹤0.01%
252
2609
$14K ﹤0.01%
546
2610
$14K ﹤0.01%
1,241
2611
$14K ﹤0.01%
982
2612
$14K ﹤0.01%
315
2613
$14K ﹤0.01%
173
2614
$14K ﹤0.01%
166
2615
$14K ﹤0.01%
406
2616
$14K ﹤0.01%
785
2617
$14K ﹤0.01%
1,100
2618
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283
2619
$13K ﹤0.01%
1,000
2620
$13K ﹤0.01%
199
2621
$13K ﹤0.01%
1,000
2622
$13K ﹤0.01%
620
2623
$13K ﹤0.01%
140
2624
$13K ﹤0.01%
307
2625
$13K ﹤0.01%
1,000