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
3451
$3K ﹤0.01%
48
3452
$3K ﹤0.01%
100
3453
$3K ﹤0.01%
1,603
3454
$3K ﹤0.01%
200
3455
$3K ﹤0.01%
500
3456
$3K ﹤0.01%
210
3457
$3K ﹤0.01%
100
3458
$3K ﹤0.01%
160
3459
$3K ﹤0.01%
137
3460
$3K ﹤0.01%
73
3461
$3K ﹤0.01%
94
3462
$3K ﹤0.01%
1,127
3463
$3K ﹤0.01%
155
3464
$3K ﹤0.01%
224
3465
$3K ﹤0.01%
42
3466
$3K ﹤0.01%
71
3467
$3K ﹤0.01%
15
3468
$2K ﹤0.01%
62
3469
$2K ﹤0.01%
47
3470
$2K ﹤0.01%
200
3471
$2K ﹤0.01%
138
3472
$2K ﹤0.01%
68
3473
$2K ﹤0.01%
233
3474
$2K ﹤0.01%
123
3475
$2K ﹤0.01%
24
137 138
139
140 141