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
526
$654K 0.03%
30,275
527
$653K 0.03%
14,870
528
$653K 0.03%
15,600
529
$644K 0.03%
5,495
530
$644K 0.03%
3,857
531
$642K 0.03%
17,525
532
$640K 0.03%
15,720
533
$638K 0.03%
9,966
534
$637K 0.03%
11,377
535
$631K 0.03%
12,589
536
$629K 0.03%
30,174
537
$629K 0.03%
14,575
538
$626K 0.03%
8,982
539
$625K 0.03%
9,886
540
$622K 0.03%
8,820
541
$621K 0.03%
34,873
542
$621K 0.03%
16,345
543
$619K 0.03%
13,943
544
$619K 0.03%
9,314
545
$611K 0.03%
5,664
546
$607K 0.03%
24,710
547
$606K 0.03%
11,982
548
$606K 0.03%
2,851
+206
549
$605K 0.03%
21,066
550
$605K 0.03%
24,059
20 21
22
23 24