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
26
$12.6M 0.57%
206,735
27
$12.5M 0.57%
278,534
28
$12.4M 0.56%
173,411
29
$12.3M 0.56%
231,609
30
$11.9M 0.54%
111,152
31
$11.1M 0.5%
205,282
32
$10.8M 0.49%
86,933
33
$10.8M 0.49%
128,965
34
$10.7M 0.49%
203,602
35
$10.7M 0.48%
271,911
36
$10.6M 0.48%
43,135
37
$10.5M 0.48%
122,848
38
$10.3M 0.47%
82,055
39
$10.1M 0.46%
266,507
40
$9.67M 0.44%
48,801
41
$9.62M 0.44%
1,963,601
42
$9.45M 0.43%
338,583
43
$9.31M 0.42%
270,851
44
$9.12M 0.41%
48,090
45
$9.01M 0.41%
80,654
46
$9M 0.41%
185,324
47
$8.98M 0.41%
83,564
48
$8.96M 0.41%
195,277
49
$8.86M 0.4%
30,037
50
$8.81M 0.4%
230,608
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