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
751
$366K 0.02%
8,342
752
$364K 0.02%
23,420
753
$364K 0.02%
24,922
+10,500
754
$362K 0.02%
10,439
755
$361K 0.02%
6,845
756
$361K 0.02%
6,387
757
$360K 0.02%
10,361
758
$359K 0.02%
13,566
759
$358K 0.02%
4,321
+300
760
$356K 0.02%
14,202
761
$356K 0.02%
11,925
762
$356K 0.02%
9,825
763
$354K 0.02%
4,711
764
$353K 0.02%
11,199
765
$353K 0.02%
26,522
766
$351K 0.02%
3,938
767
$350K 0.02%
37,058
768
$350K 0.02%
3,687
769
$349K 0.02%
8,221
770
$348K 0.02%
5,890
771
$348K 0.02%
8,562
772
$347K 0.02%
9,337
773
$347K 0.02%
5,488
774
$346K 0.02%
22,781
775
$346K 0.02%
15,018
29 30
31
32 33