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
551
$602K 0.03%
9,653
552
$601K 0.03%
11,870
553
$600K 0.03%
17,264
554
$599K 0.03%
6,541
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555
$597K 0.03%
16,837
556
$592K 0.03%
6,767
557
$590K 0.03%
28,085
558
$586K 0.03%
30,891
559
$585K 0.03%
7,402
560
$582K 0.03%
16,344
561
$581K 0.03%
22,650
+2,000
562
$581K 0.03%
22,629
563
$581K 0.03%
16,307
564
$580K 0.03%
14,817
565
$580K 0.03%
16,569
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$579K 0.03%
6,367
567
$576K 0.03%
21,446
568
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11,980
569
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570
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4,181
571
$574K 0.03%
17,988
572
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8,885
573
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14,736
574
$570K 0.03%
2,964
575
$567K 0.03%
8,511
21 22
23
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