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
851
$279K 0.01%
40,246
852
$278K 0.01%
5,771
853
$277K 0.01%
5,980
854
$277K 0.01%
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855
$276K 0.01%
11,203
856
$276K 0.01%
6,421
857
$275K 0.01%
6,938
858
$275K 0.01%
5,639
859
$274K 0.01%
1,549
860
$273K 0.01%
1,100
861
$272K 0.01%
8,423
862
$271K 0.01%
5,870
863
$271K 0.01%
13,375
864
$271K 0.01%
5,769
865
$270K 0.01%
9,498
866
$269K 0.01%
3,313
867
$269K 0.01%
4,547
868
$268K 0.01%
4,233
869
$268K 0.01%
11,505
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$267K 0.01%
1,139
871
$267K 0.01%
4,371
872
$267K 0.01%
6,572
873
$266K 0.01%
12,647
874
$266K 0.01%
12,685
875
$264K 0.01%
17,904
33 34
35
36 37