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
826
$298K 0.01%
8,646
827
$297K 0.01%
14,199
828
$294K 0.01%
8,614
829
$294K 0.01%
7,200
830
$294K 0.01%
9,564
831
$294K 0.01%
33,978
832
$293K 0.01%
3,011
833
$293K 0.01%
11,708
834
$293K 0.01%
21,000
835
$291K 0.01%
5,023
836
$290K 0.01%
8,020
837
$290K 0.01%
4,177
838
$289K 0.01%
1,682
839
$289K 0.01%
21,904
840
$289K 0.01%
1,715
841
$289K 0.01%
20,335
842
$288K 0.01%
7,875
843
$287K 0.01%
16,515
844
$284K 0.01%
2,355
845
$282K 0.01%
2,806
846
$282K 0.01%
5,378
847
$282K 0.01%
7,232
848
$280K 0.01%
4,500
849
$280K 0.01%
2,872
850
$279K 0.01%
5,449
32 33
34
35 36