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
476
$750K 0.03%
6,040
477
$748K 0.03%
12,640
478
$740K 0.03%
9,266
479
$738K 0.03%
7,687
480
$733K 0.03%
12,111
481
$732K 0.03%
12,407
482
$732K 0.03%
4,273
483
$729K 0.03%
30,354
484
$726K 0.03%
11,005
485
$726K 0.03%
9,721
486
$725K 0.03%
48,780
487
$723K 0.03%
9,608
488
$722K 0.03%
20,515
489
$722K 0.03%
34,093
490
$718K 0.03%
15,840
491
$718K 0.03%
16,346
492
$718K 0.03%
26,191
493
$715K 0.03%
8,908
494
$711K 0.03%
23,164
495
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10,577
496
$705K 0.03%
25,682
497
$703K 0.03%
4,284
498
$703K 0.03%
9,371
499
$703K 0.03%
19,688
500
$701K 0.03%
17,233
18 19
20
21 22