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
1001
$197K 0.01%
2,571
1002
$197K 0.01%
9,915
1003
$197K 0.01%
1,344
1004
$196K 0.01%
5,137
1005
$195K 0.01%
1,323
1006
$193K 0.01%
5,872
1007
$193K 0.01%
8,950
1008
$192K 0.01%
5,537
1009
$192K 0.01%
6,531
1010
$191K 0.01%
8,120
1011
$191K 0.01%
2,074
1012
$191K 0.01%
6,265
1013
$190K 0.01%
480
1014
$190K 0.01%
9,772
1015
$190K 0.01%
2,679
1016
$190K 0.01%
12,617
1017
$190K 0.01%
4,108
1018
$189K 0.01%
5,741
1019
$188K 0.01%
680
1020
$188K 0.01%
7,338
1021
$188K 0.01%
11,745
1022
$188K 0.01%
13,985
1023
$187K 0.01%
8,005
1024
$187K 0.01%
12,146
1025
$186K 0.01%
12,222
39 40
41
42 43