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
326
$1.29M 0.06%
43,552
327
$1.29M 0.06%
10,702
328
$1.29M 0.06%
19,826
329
$1.29M 0.06%
16,550
330
$1.28M 0.06%
27,188
331
$1.27M 0.06%
18,301
332
$1.27M 0.06%
10,364
333
$1.26M 0.06%
17,547
334
$1.26M 0.06%
8,830
335
$1.25M 0.06%
5,561
336
$1.25M 0.06%
4,909
337
$1.24M 0.06%
32,684
338
$1.24M 0.06%
22,640
339
$1.24M 0.06%
18,169
340
$1.23M 0.06%
26,546
341
$1.23M 0.06%
11,113
342
$1.22M 0.06%
23,975
343
$1.21M 0.05%
109,173
344
$1.21M 0.05%
5,939
345
$1.2M 0.05%
29,038
346
$1.2M 0.05%
36,534
347
$1.19M 0.05%
57,375
+9,000
348
$1.19M 0.05%
21,997
349
$1.18M 0.05%
81,868
350
$1.18M 0.05%
16,346
12 13
14
15 16