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
1101
$159K 0.01%
1,599
+400
1102
$159K 0.01%
19,378
1103
$159K 0.01%
3,484
1104
$158K 0.01%
6,835
1105
$158K 0.01%
4,186
1106
$158K 0.01%
12,674
1107
$157K 0.01%
1,728
1108
$157K 0.01%
10,874
1109
$156K 0.01%
2,581
1110
$156K 0.01%
10,467
1111
$156K 0.01%
3,200
1112
$155K 0.01%
2,628
1113
$155K 0.01%
787
1114
$154K 0.01%
3,072
1115
$154K 0.01%
6,668
1116
$154K 0.01%
1,700
1117
$154K 0.01%
7,210
1118
$154K 0.01%
1,356
1119
$153K 0.01%
12,118
1120
$153K 0.01%
1,193
1121
$153K 0.01%
6,042
1122
$153K 0.01%
6,035
1123
$153K 0.01%
3,694
+500
1124
$153K 0.01%
7,200
+6,600
1125
$153K 0.01%
3,953
43 44
45
46 47