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
3551
$2K ﹤0.01%
140
3552
$2K ﹤0.01%
200
3553
$2K ﹤0.01%
219
3554
$2K ﹤0.01%
34
3555
$2K ﹤0.01%
10
3556
$2K ﹤0.01%
2,417
3557
$2K ﹤0.01%
380
3558
$2K ﹤0.01%
411
3559
$2K ﹤0.01%
92
3560
$2K ﹤0.01%
5
3561
$2K ﹤0.01%
219
3562
$2K ﹤0.01%
70
3563
$2K ﹤0.01%
14
3564
$2K ﹤0.01%
57
3565
$2K ﹤0.01%
1,689
3566
$2K ﹤0.01%
300
3567
$2K ﹤0.01%
10
3568
$2K ﹤0.01%
1,092
3569
$2K ﹤0.01%
23
3570
$2K ﹤0.01%
233
3571
$2K ﹤0.01%
1,600
3572
$2K ﹤0.01%
2,260
3573
$2K ﹤0.01%
49
3574
$2K ﹤0.01%
100
3575
$2K ﹤0.01%
150
141 142
143
144 145