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
701
$406K 0.02%
3,002
702
$403K 0.02%
25,662
703
$402K 0.02%
23,263
704
$401K 0.02%
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705
$397K 0.02%
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706
$397K 0.02%
6,239
707
$396K 0.02%
14,130
708
$396K 0.02%
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$396K 0.02%
1,194
710
$395K 0.02%
28,074
711
$395K 0.02%
19,415
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712
$394K 0.02%
12,432
713
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$394K 0.02%
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715
$393K 0.02%
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716
$393K 0.02%
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717
$391K 0.02%
8,114
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$389K 0.02%
11,719
719
$388K 0.02%
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14,427
721
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12,181
722
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13,981
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3,665
724
$384K 0.02%
9,484
725
$384K 0.02%
5,774
27 28
29
30 31