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
76
$6.19M 0.28%
41,865
77
$6.11M 0.28%
125,507
78
$5.99M 0.27%
82,065
79
$5.94M 0.27%
156,587
80
$5.88M 0.27%
129,974
81
$5.79M 0.26%
125,320
82
$5.78M 0.26%
72,859
83
$5.77M 0.26%
37,279
84
$5.7M 0.26%
67,768
85
$5.52M 0.25%
172,452
+6,000
86
$5.46M 0.25%
51,640
87
$5.41M 0.25%
35,110
88
$5.41M 0.25%
49,070
89
$5.37M 0.24%
173,896
90
$5.24M 0.24%
47,725
91
$5.07M 0.23%
83,377
92
$5.05M 0.23%
183,202
93
$4.87M 0.22%
95,317
94
$4.8M 0.22%
39,704
95
$4.79M 0.22%
36,045
96
$4.76M 0.22%
45,608
97
$4.75M 0.22%
47,276
98
$4.73M 0.21%
166,509
99
$4.65M 0.21%
38,771
100
$4.63M 0.21%
76,394
2 3
4
5 6