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
3401
$3K ﹤0.01%
80
3402
$3K ﹤0.01%
64
3403
$3K ﹤0.01%
100
3404
$3K ﹤0.01%
12
3405
$3K ﹤0.01%
50
3406
$3K ﹤0.01%
230
3407
$3K ﹤0.01%
100
3408
$3K ﹤0.01%
131
3409
$3K ﹤0.01%
602
3410
$3K ﹤0.01%
117
3411
$3K ﹤0.01%
100
3412
$3K ﹤0.01%
78
3413
$3K ﹤0.01%
153
3414
$3K ﹤0.01%
45
3415
$3K ﹤0.01%
100
3416
$3K ﹤0.01%
734
3417
$3K ﹤0.01%
14
3418
$3K ﹤0.01%
116
3419
$3K ﹤0.01%
118
3420
$3K ﹤0.01%
67
3421
$3K ﹤0.01%
169
3422
$3K ﹤0.01%
407
3423
$3K ﹤0.01%
814
3424
$3K ﹤0.01%
54
3425
$3K ﹤0.01%
250