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
276
$1.66M 0.08%
14,862
277
$1.65M 0.08%
53,900
278
$1.65M 0.07%
37,335
279
$1.64M 0.07%
94,159
280
$1.64M 0.07%
18,979
281
$1.63M 0.07%
22,131
282
$1.62M 0.07%
175,170
283
$1.59M 0.07%
50,927
284
$1.58M 0.07%
23,241
285
$1.57M 0.07%
28,804
286
$1.56M 0.07%
19,017
287
$1.56M 0.07%
57,630
288
$1.55M 0.07%
36,489
289
$1.54M 0.07%
72,591
290
$1.54M 0.07%
20,868
291
$1.53M 0.07%
30,817
292
$1.53M 0.07%
18,256
293
$1.52M 0.07%
6,082
294
$1.51M 0.07%
12,027
295
$1.51M 0.07%
104,394
296
$1.51M 0.07%
6,592
297
$1.5M 0.07%
25,581
298
$1.47M 0.07%
29,703
299
$1.46M 0.07%
28,410
300
$1.46M 0.07%
10,737
10 11
12
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