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
351
$1.17M 0.05%
41,750
352
$1.17M 0.05%
10,066
353
$1.17M 0.05%
43,951
354
$1.17M 0.05%
39,932
+1,500
355
$1.16M 0.05%
6,541
356
$1.15M 0.05%
28,658
357
$1.15M 0.05%
24,149
358
$1.15M 0.05%
44,217
359
$1.14M 0.05%
45,110
360
$1.13M 0.05%
16,014
361
$1.12M 0.05%
7,216
362
$1.11M 0.05%
16,320
+3,600
363
$1.09M 0.05%
44,856
364
$1.09M 0.05%
65,141
365
$1.09M 0.05%
21,458
366
$1.08M 0.05%
18,250
367
$1.08M 0.05%
7,248
368
$1.07M 0.05%
2,087
369
$1.07M 0.05%
12,614
370
$1.07M 0.05%
28,040
371
$1.07M 0.05%
26,940
372
$1.07M 0.05%
19,488
373
$1.07M 0.05%
15,861
374
$1.07M 0.05%
30,747
375
$1.06M 0.05%
39,282
13 14
15
16 17