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
376
$1.05M 0.05%
19,015
377
$1.05M 0.05%
38,206
378
$1.05M 0.05%
14,389
379
$1.05M 0.05%
11,251
380
$1.05M 0.05%
15,977
381
$1.04M 0.05%
15,025
382
$1.04M 0.05%
14,935
383
$1.04M 0.05%
3,268
384
$1.04M 0.05%
21,557
385
$1.04M 0.05%
6,438
386
$1.04M 0.05%
12,700
387
$1.03M 0.05%
25,376
388
$1.01M 0.05%
33,877
389
$1.01M 0.05%
6,737
390
$1.01M 0.05%
40,903
391
$1.01M 0.05%
43,473
392
$1M 0.05%
36,493
393
$1M 0.05%
8,948
394
$998K 0.05%
29,902
395
$996K 0.05%
18,634
396
$995K 0.05%
6,382
397
$989K 0.04%
35,145
398
$983K 0.04%
10,920
399
$980K 0.04%
30,705
400
$974K 0.04%
15,114
14 15
16
17 18