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
776
$344K 0.02%
6,101
777
$342K 0.02%
36,461
778
$342K 0.02%
3,568
779
$341K 0.02%
7,444
780
$341K 0.02%
1,987
781
$340K 0.02%
2,741
+200
782
$340K 0.02%
12,743
783
$336K 0.02%
11,027
784
$334K 0.02%
6,938
785
$333K 0.02%
5,558
786
$333K 0.02%
2,238
787
$333K 0.02%
3,363
788
$327K 0.01%
13,174
789
$326K 0.01%
141
790
$326K 0.01%
5,496
791
$325K 0.01%
15,432
792
$323K 0.01%
16,413
793
$323K 0.01%
14,811
794
$322K 0.01%
3,667
-3,667
795
$322K 0.01%
3,000
796
$322K 0.01%
8,462
797
$320K 0.01%
9,236
798
$320K 0.01%
7,528
799
$319K 0.01%
7,969
800
$317K 0.01%
12,367
30 31
32
33 34