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
2726
$11K ﹤0.01%
757
2727
$11K ﹤0.01%
150
2728
$11K ﹤0.01%
327
2729
$11K ﹤0.01%
133
2730
$11K ﹤0.01%
120
2731
$11K ﹤0.01%
2,896
2732
$11K ﹤0.01%
500
2733
$11K ﹤0.01%
570
2734
$11K ﹤0.01%
350
2735
$11K ﹤0.01%
157
2736
$11K ﹤0.01%
605
2737
$11K ﹤0.01%
337
2738
$11K ﹤0.01%
3
2739
$11K ﹤0.01%
17
2740
$11K ﹤0.01%
282
2741
$11K ﹤0.01%
492
2742
0
2743
$11K ﹤0.01%
1,223
2744
$11K ﹤0.01%
550
2745
$11K ﹤0.01%
6
2746
$11K ﹤0.01%
154
2747
$11K ﹤0.01%
200
2748
$11K ﹤0.01%
227
2749
$11K ﹤0.01%
1,661
2750
$11K ﹤0.01%
395