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
926
$231K 0.01%
22,998
927
$230K 0.01%
10,000
928
$228K 0.01%
4,561
929
$228K 0.01%
3,591
930
$227K 0.01%
4,214
931
$227K 0.01%
16,141
932
$226K 0.01%
1,449
933
$226K 0.01%
4,418
934
$225K 0.01%
1,923
935
$225K 0.01%
9,005
936
$224K 0.01%
18,697
937
$224K 0.01%
6,033
938
$224K 0.01%
5,986
939
$224K 0.01%
1,707
940
$223K 0.01%
11,333
941
$222K 0.01%
8,937
942
$222K 0.01%
14,259
943
$222K 0.01%
6,138
944
$221K 0.01%
2,804
945
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10,204
946
$220K 0.01%
4,285
947
$219K 0.01%
9,762
948
$219K 0.01%
4,390
949
$219K 0.01%
3,601
950
$218K 0.01%
21,529
36 37
38
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