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
451
$835K 0.04%
6,699
452
$831K 0.04%
43,711
453
$824K 0.04%
8,297
454
$822K 0.04%
5,629
455
$821K 0.04%
26,539
456
$819K 0.04%
17,080
457
$817K 0.04%
4,661
458
$811K 0.04%
21,083
459
$804K 0.04%
6,533
460
$803K 0.04%
1,542
461
$802K 0.04%
15,279
462
$799K 0.04%
26,595
463
$799K 0.04%
5,847
464
$793K 0.04%
32,482
465
$791K 0.04%
16,185
466
$777K 0.04%
7,413
467
$774K 0.04%
20,509
468
$774K 0.04%
25,678
469
$768K 0.03%
6,682
470
$766K 0.03%
16,619
471
$763K 0.03%
31,151
472
$756K 0.03%
7,871
473
$755K 0.03%
5,169
474
$754K 0.03%
18,495
475
$751K 0.03%
44,395
17 18
19
20 21