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
676
$436K 0.02%
3,556
677
$433K 0.02%
23,763
678
$429K 0.02%
8,804
679
$427K 0.02%
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680
$427K 0.02%
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681
$426K 0.02%
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682
$425K 0.02%
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683
$424K 0.02%
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684
$424K 0.02%
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685
$423K 0.02%
1,260
686
$423K 0.02%
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687
$423K 0.02%
30,976
688
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$421K 0.02%
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$421K 0.02%
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691
$421K 0.02%
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697
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16,782
698
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699
$408K 0.02%
12,096
700
$407K 0.02%
8,046
26 27
28
29 30