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
951
$217K 0.01%
7,010
952
$217K 0.01%
13,000
953
$216K 0.01%
2,746
954
$216K 0.01%
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955
$216K 0.01%
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956
$216K 0.01%
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957
$216K 0.01%
1,955
958
$215K 0.01%
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959
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960
$215K 0.01%
5,320
961
$215K 0.01%
2,515
962
$214K 0.01%
14,041
963
$213K 0.01%
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964
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4,328
965
$213K 0.01%
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966
$213K 0.01%
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967
$212K 0.01%
5,857
968
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969
$211K 0.01%
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971
$211K 0.01%
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972
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5,514
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3,122
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1,748
975
$208K 0.01%
21,265
37 38
39
40 41