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
3426
$3K ﹤0.01%
109
3427
$3K ﹤0.01%
444
3428
$3K ﹤0.01%
212
3429
$3K ﹤0.01%
600
3430
$3K ﹤0.01%
401
3431
$3K ﹤0.01%
400
3432
$3K ﹤0.01%
33
3433
$3K ﹤0.01%
234
3434
$3K ﹤0.01%
5,600
3435
$3K ﹤0.01%
36
3436
$3K ﹤0.01%
1,671
3437
$3K ﹤0.01%
317
3438
$3K ﹤0.01%
60
3439
$3K ﹤0.01%
186
3440
$3K ﹤0.01%
26
3441
$3K ﹤0.01%
135
3442
$3K ﹤0.01%
135
3443
$3K ﹤0.01%
814
3444
$3K ﹤0.01%
251
3445
$3K ﹤0.01%
97
3446
$3K ﹤0.01%
74
3447
$3K ﹤0.01%
600
3448
$3K ﹤0.01%
37
3449
$3K ﹤0.01%
99
3450
$3K ﹤0.01%
118