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
876
$264K 0.01%
12,460
877
$263K 0.01%
9,714
878
$262K 0.01%
3,133
879
$262K 0.01%
9,339
+400
880
$261K 0.01%
14,154
881
$260K 0.01%
6,168
882
$259K 0.01%
2,633
883
$259K 0.01%
20,073
884
$258K 0.01%
3,659
885
$258K 0.01%
18,001
886
$258K 0.01%
1,445
887
$257K 0.01%
4,314
888
$257K 0.01%
32,074
889
$256K 0.01%
4,776
890
$254K 0.01%
4,938
891
$253K 0.01%
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892
$252K 0.01%
6,359
893
$252K 0.01%
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894
$250K 0.01%
5,773
895
$250K 0.01%
5,223
896
$249K 0.01%
4,392
897
$249K 0.01%
18,134
898
$249K 0.01%
11,243
899
$246K 0.01%
3,411
900
$246K 0.01%
4,885
34 35
36
37 38