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
901
$246K 0.01%
7,850
902
$244K 0.01%
3,129
903
$243K 0.01%
46,415
904
$243K 0.01%
5,888
905
$243K 0.01%
3,780
906
$242K 0.01%
6,767
907
$241K 0.01%
4,786
908
$240K 0.01%
14,250
909
$239K 0.01%
13,131
910
$238K 0.01%
7,194
911
$238K 0.01%
3,212
912
$238K 0.01%
15,989
913
$238K 0.01%
5,710
914
$237K 0.01%
4,485
915
$236K 0.01%
12,007
916
$236K 0.01%
26,305
+7,500
917
$235K 0.01%
4,179
918
$235K 0.01%
16,333
919
$233K 0.01%
21,507
920
$233K 0.01%
2,081
921
$232K 0.01%
4,558
922
$232K 0.01%
5,112
923
$231K 0.01%
8,895
924
$231K 0.01%
7,560
925
$231K 0.01%
5,255
35 36
37
38 39