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
251
$1.79M 0.08%
6
252
$1.78M 0.08%
78,570
253
$1.78M 0.08%
59,339
254
$1.77M 0.08%
19,060
255
$1.75M 0.08%
107,966
256
$1.74M 0.08%
32,527
257
$1.74M 0.08%
14,597
258
$1.74M 0.08%
44,588
+1,200
259
$1.73M 0.08%
33,316
260
$1.73M 0.08%
12,019
261
$1.73M 0.08%
7,743
262
$1.72M 0.08%
21,272
263
$1.72M 0.08%
50,934
264
$1.72M 0.08%
41,949
+2,000
265
$1.71M 0.08%
8,199
266
$1.71M 0.08%
33,015
267
$1.7M 0.08%
11,426
268
$1.7M 0.08%
10,831
269
$1.69M 0.08%
14,243
270
$1.68M 0.08%
30,502
271
$1.68M 0.08%
28,191
272
$1.67M 0.08%
33,363
273
$1.67M 0.08%
162,268
+1,500
274
$1.67M 0.08%
80,164
275
$1.66M 0.08%
33,935
9 10
11
12 13