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
2651
$13K ﹤0.01%
800
2652
$13K ﹤0.01%
532
2653
$13K ﹤0.01%
1,162
2654
$13K ﹤0.01%
623
2655
$13K ﹤0.01%
1,459
2656
$12K ﹤0.01%
225
2657
$12K ﹤0.01%
430
2658
$12K ﹤0.01%
2,087
2659
$12K ﹤0.01%
125
2660
$12K ﹤0.01%
258
2661
$12K ﹤0.01%
134
2662
$12K ﹤0.01%
272
2663
$12K ﹤0.01%
457
2664
$12K ﹤0.01%
251
2665
$12K ﹤0.01%
758
2666
$12K ﹤0.01%
282
2667
$12K ﹤0.01%
1,250
2668
$12K ﹤0.01%
389
2669
$12K ﹤0.01%
375
2670
$12K ﹤0.01%
697
2671
$12K ﹤0.01%
108
2672
$12K ﹤0.01%
200
2673
$12K ﹤0.01%
145
2674
$12K ﹤0.01%
235
2675
$12K ﹤0.01%
750