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
3026
$7K ﹤0.01%
2,000
3027
$7K ﹤0.01%
477
3028
$7K ﹤0.01%
920
3029
$7K ﹤0.01%
126
3030
$7K ﹤0.01%
384
3031
$7K ﹤0.01%
336
3032
$7K ﹤0.01%
249
3033
$7K ﹤0.01%
484
3034
$7K ﹤0.01%
483
3035
$7K ﹤0.01%
200
3036
$7K ﹤0.01%
464
3037
$7K ﹤0.01%
272
3038
$6K ﹤0.01%
1
3039
$6K ﹤0.01%
162
3040
$6K ﹤0.01%
428
3041
$6K ﹤0.01%
129
3042
$6K ﹤0.01%
310
3043
$6K ﹤0.01%
34
3044
$6K ﹤0.01%
332
3045
$6K ﹤0.01%
103
3046
$6K ﹤0.01%
159
3047
$6K ﹤0.01%
235
3048
$6K ﹤0.01%
235
3049
$6K ﹤0.01%
118
3050
$6K ﹤0.01%
2,200