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
2626
$13K ﹤0.01%
1,500
2627
$13K ﹤0.01%
139
2628
$13K ﹤0.01%
500
2629
$13K ﹤0.01%
600
2630
$13K ﹤0.01%
1,100
2631
$13K ﹤0.01%
370
2632
$13K ﹤0.01%
339
2633
$13K ﹤0.01%
2,372
+1,500
2634
$13K ﹤0.01%
274
2635
$13K ﹤0.01%
10,000
2636
$13K ﹤0.01%
353
2637
$13K ﹤0.01%
1,403
2638
$13K ﹤0.01%
982
2639
$13K ﹤0.01%
125
2640
$13K ﹤0.01%
90
2641
$13K ﹤0.01%
260
2642
$13K ﹤0.01%
717
2643
$13K ﹤0.01%
200
2644
$13K ﹤0.01%
300
2645
$13K ﹤0.01%
384
2646
$13K ﹤0.01%
275
2647
$13K ﹤0.01%
78
2648
$13K ﹤0.01%
309
2649
$13K ﹤0.01%
137
2650
$13K ﹤0.01%
103