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
651
$463K 0.02%
11,667
652
$461K 0.02%
24,067
653
$460K 0.02%
6,824
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$459K 0.02%
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655
$458K 0.02%
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656
$455K 0.02%
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657
$453K 0.02%
17,407
658
$452K 0.02%
3,557
659
$452K 0.02%
14,835
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660
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4,207
661
$451K 0.02%
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662
$450K 0.02%
3,951
663
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664
$448K 0.02%
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665
$448K 0.02%
16,808
666
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667
$446K 0.02%
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668
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669
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18,440
672
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28,622
673
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6,742
674
$438K 0.02%
6,000
675
$437K 0.02%
8,562
25 26
27
28 29