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
501
$698K 0.03%
14,252
502
$698K 0.03%
29,846
+3,500
503
$697K 0.03%
16,059
504
$696K 0.03%
10,486
505
$694K 0.03%
13,343
506
$694K 0.03%
4,245
507
$693K 0.03%
46,104
508
$691K 0.03%
11,302
509
$690K 0.03%
18,273
510
$688K 0.03%
4,446
511
$686K 0.03%
51,137
512
$682K 0.03%
45,590
513
$680K 0.03%
6,469
514
$680K 0.03%
18,614
515
$679K 0.03%
5,337
516
$678K 0.03%
5,443
517
$678K 0.03%
27,010
518
$674K 0.03%
11,904
519
$671K 0.03%
14,844
520
$668K 0.03%
23,759
521
$667K 0.03%
3,700
522
$658K 0.03%
10,187
523
$657K 0.03%
4,210
524
$655K 0.03%
10,686
525
$655K 0.03%
27,083
19 20
21
22 23