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
2676
$12K ﹤0.01%
138
2677
$12K ﹤0.01%
789
2678
$12K ﹤0.01%
3,043
2679
$12K ﹤0.01%
433
2680
$12K ﹤0.01%
100
2681
$12K ﹤0.01%
3,100
2682
$12K ﹤0.01%
126
2683
$12K ﹤0.01%
400
2684
$12K ﹤0.01%
1,269
2685
$12K ﹤0.01%
774
2686
$12K ﹤0.01%
332
2687
$12K ﹤0.01%
1,361
2688
$12K ﹤0.01%
1,804
2689
$12K ﹤0.01%
245
2690
$12K ﹤0.01%
502
2691
$12K ﹤0.01%
912
2692
$12K ﹤0.01%
342
2693
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211
2694
$12K ﹤0.01%
257
2695
$12K ﹤0.01%
718
2696
$12K ﹤0.01%
593
2697
$12K ﹤0.01%
1,200
2698
$12K ﹤0.01%
162
2699
$12K ﹤0.01%
1,061
2700
$12K ﹤0.01%
50