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
601
$530K 0.02%
6,951
602
$529K 0.02%
13,915
603
$529K 0.02%
57,610
604
$529K 0.02%
7,408
605
$527K 0.02%
8,173
606
$523K 0.02%
5,645
607
$522K 0.02%
28,960
608
$521K 0.02%
14,757
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609
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27,450
610
$517K 0.02%
4,940
611
$516K 0.02%
14,115
612
$516K 0.02%
8,666
613
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614
$513K 0.02%
9,980
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615
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616
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617
$510K 0.02%
7,421
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619
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620
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621
$507K 0.02%
7,800
622
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623
$505K 0.02%
16,644
624
$504K 0.02%
7,407
625
$501K 0.02%
9,110
23 24
25
26 27