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
801
$317K 0.01%
13,839
802
$317K 0.01%
3,062
803
$316K 0.01%
9,156
804
$314K 0.01%
11,297
805
$313K 0.01%
13,735
806
$313K 0.01%
6,518
807
$312K 0.01%
2,590
808
$311K 0.01%
6,573
809
$310K 0.01%
9,647
810
$309K 0.01%
4,018
811
$307K 0.01%
4,885
812
$306K 0.01%
6,283
813
$306K 0.01%
11,677
814
$305K 0.01%
4,896
815
$304K 0.01%
20,203
816
$303K 0.01%
3,690
817
$303K 0.01%
3,531
818
$302K 0.01%
9,558
819
$302K 0.01%
3,022
820
$302K 0.01%
7,595
821
$299K 0.01%
6,828
822
$299K 0.01%
11,916
823
$299K 0.01%
9,677
824
$299K 0.01%
4,971
825
$298K 0.01%
6,124
31 32
33
34 35