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
1126
$152K 0.01%
4,578
1127
$152K 0.01%
4,045
1128
$152K 0.01%
8,869
1129
$150K 0.01%
8,317
1130
$150K 0.01%
11,700
1131
$150K 0.01%
56,784
1132
$149K 0.01%
2,680
1133
$149K 0.01%
4,114
1134
$149K 0.01%
1,978
-1,112
1135
$149K 0.01%
3,104
1136
$149K 0.01%
10,670
1137
$149K 0.01%
2,214
1138
$149K 0.01%
3,772
1139
$149K 0.01%
5,843
1140
$148K 0.01%
2,626
1141
$148K 0.01%
2,007
1142
$148K 0.01%
37,664
+33,898
1143
$147K 0.01%
2,860
1144
$147K 0.01%
1,551
1145
$147K 0.01%
9,573
1146
$147K 0.01%
4,390
1147
$147K 0.01%
2,297
1148
$146K 0.01%
7,147
1149
$146K 0.01%
4,907
1150
$146K 0.01%
3,349
44 45
46
47 48