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
2701
$12K ﹤0.01%
1,500
2702
$12K ﹤0.01%
172
2703
$12K ﹤0.01%
92
2704
$12K ﹤0.01%
1,036
2705
$12K ﹤0.01%
1,200
2706
$11K ﹤0.01%
327
2707
$11K ﹤0.01%
155
2708
$11K ﹤0.01%
282
2709
$11K ﹤0.01%
420
2710
$11K ﹤0.01%
275
2711
$11K ﹤0.01%
507
2712
$11K ﹤0.01%
880
2713
$11K ﹤0.01%
700
2714
$11K ﹤0.01%
3,400
2715
$11K ﹤0.01%
261
2716
$11K ﹤0.01%
84
2717
$11K ﹤0.01%
291
2718
$11K ﹤0.01%
218
2719
$11K ﹤0.01%
1,000
2720
$11K ﹤0.01%
173
2721
$11K ﹤0.01%
501
2722
$11K ﹤0.01%
360
2723
$11K ﹤0.01%
233
2724
$11K ﹤0.01%
410
2725
$11K ﹤0.01%
229