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
301
$1.46M 0.07%
15,863
302
$1.44M 0.07%
21,131
303
$1.44M 0.07%
67,937
304
$1.43M 0.06%
19,746
305
$1.41M 0.06%
29,924
306
$1.41M 0.06%
61,124
307
$1.39M 0.06%
20,971
308
$1.39M 0.06%
35,508
309
$1.38M 0.06%
13,647
310
$1.38M 0.06%
47,694
311
$1.37M 0.06%
38,851
312
$1.37M 0.06%
61,001
313
$1.37M 0.06%
52,410
314
$1.36M 0.06%
16,135
315
$1.33M 0.06%
31,121
316
$1.33M 0.06%
92,950
317
$1.33M 0.06%
11,956
318
$1.32M 0.06%
18,913
319
$1.32M 0.06%
29,483
320
$1.32M 0.06%
20,291
321
$1.31M 0.06%
9,751
322
$1.31M 0.06%
44,974
323
$1.3M 0.06%
19,475
324
$1.3M 0.06%
28,629
325
$1.3M 0.06%
16,058
11 12
13
14 15