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
3526
$2K ﹤0.01%
100
3527
$2K ﹤0.01%
88
3528
$2K ﹤0.01%
138
3529
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181
3530
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29
3531
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112
3532
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36
3533
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70
3534
$2K ﹤0.01%
1,674
3535
$2K ﹤0.01%
1,000
3536
$2K ﹤0.01%
94
3537
$2K ﹤0.01%
3,000
3538
$2K ﹤0.01%
320
3539
$2K ﹤0.01%
31
3540
$2K ﹤0.01%
45
3541
$2K ﹤0.01%
42
3542
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3543
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3544
$2K ﹤0.01%
47
3545
$2K ﹤0.01%
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3546
$2K ﹤0.01%
104
3547
$2K ﹤0.01%
100
3548
$2K ﹤0.01%
13
3549
$2K ﹤0.01%
22
3550
$2K ﹤0.01%
1
140 141
142
143 144