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
976
$207K 0.01%
2,973
977
$207K 0.01%
7,348
978
$206K 0.01%
4,507
979
$206K 0.01%
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980
$205K 0.01%
6,630
981
$205K 0.01%
5,317
982
$204K 0.01%
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983
$204K 0.01%
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984
$204K 0.01%
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985
$204K 0.01%
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986
$203K 0.01%
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987
$202K 0.01%
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988
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989
$201K 0.01%
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990
$200K 0.01%
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991
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992
$200K 0.01%
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993
$200K 0.01%
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994
$199K 0.01%
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996
$199K 0.01%
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997
$198K 0.01%
10,758
998
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150
999
$197K 0.01%
12,686
1000
$197K 0.01%
4,668
38 39
40
41 42