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
1076
$165K 0.01%
1,914
1077
$165K 0.01%
8,759
1078
$165K 0.01%
5,923
1079
$165K 0.01%
2,921
1080
$165K 0.01%
954
1081
$164K 0.01%
1,302
1082
$164K 0.01%
8,111
1083
$164K 0.01%
7,828
1084
$164K 0.01%
3,419
1085
$163K 0.01%
2,451
1086
$163K 0.01%
14,312
1087
$163K 0.01%
1,388
1088
$163K 0.01%
5,805
1089
$163K 0.01%
3,260
1090
$162K 0.01%
1,905
1091
$162K 0.01%
6,852
1092
$162K 0.01%
1,903
1093
$162K 0.01%
2,572
1094
$162K 0.01%
3,125
1095
$161K 0.01%
1,054
1096
$160K 0.01%
2,687
1097
$160K 0.01%
14,300
1098
$160K 0.01%
4,700
1099
$160K 0.01%
4,431
1100
$160K 0.01%
5,373
42 43
44
45 46