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
3051
$6K ﹤0.01%
1,800
3052
$6K ﹤0.01%
118
3053
$6K ﹤0.01%
408
3054
$6K ﹤0.01%
52
3055
$6K ﹤0.01%
235
3056
$6K ﹤0.01%
163
3057
$6K ﹤0.01%
200
3058
$6K ﹤0.01%
178
3059
$6K ﹤0.01%
128
3060
$6K ﹤0.01%
413
3061
$6K ﹤0.01%
117
3062
$6K ﹤0.01%
45
3063
$6K ﹤0.01%
53
3064
$6K ﹤0.01%
1,412
3065
$6K ﹤0.01%
346
3066
$6K ﹤0.01%
58
3067
$6K ﹤0.01%
312
3068
$6K ﹤0.01%
915
3069
$6K ﹤0.01%
233
3070
$6K ﹤0.01%
159
3071
$6K ﹤0.01%
128
3072
$6K ﹤0.01%
372
3073
$6K ﹤0.01%
42
3074
$6K ﹤0.01%
401
3075
$6K ﹤0.01%
132