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
576
$566K 0.03%
6,866
577
$565K 0.03%
21,180
578
$560K 0.03%
17,500
579
$559K 0.03%
41,199
580
$558K 0.03%
17,502
581
$557K 0.03%
12,197
582
$556K 0.03%
8,803
583
$556K 0.03%
5,727
584
$555K 0.03%
11,182
585
$552K 0.03%
2,640
586
$552K 0.03%
4,408
587
$549K 0.02%
10,990
588
$548K 0.02%
4,678
589
$542K 0.02%
3,712
590
$542K 0.02%
25,896
591
$541K 0.02%
14,860
592
$540K 0.02%
2,802
593
$540K 0.02%
21,339
594
$539K 0.02%
310
595
$539K 0.02%
10,467
596
$538K 0.02%
5,080
597
$536K 0.02%
4,806
598
$536K 0.02%
14,280
599
$535K 0.02%
2,702
600
$531K 0.02%
8,123
22 23
24
25 26