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
1151
$146K 0.01%
6,650
1152
$146K 0.01%
14,050
1153
$145K 0.01%
2,783
1154
$145K 0.01%
2,926
1155
$145K 0.01%
4,081
1156
$145K 0.01%
681
1157
$145K 0.01%
2,054
1158
$144K 0.01%
2,340
1159
$143K 0.01%
3,306
1160
$143K 0.01%
3,497
1161
$143K 0.01%
3,656
1162
$143K 0.01%
35,500
1163
$143K 0.01%
1,051
1164
$143K 0.01%
2,901
1165
$142K 0.01%
6,075
1166
$142K 0.01%
7,683
1167
$142K 0.01%
2,571
1168
$142K 0.01%
2,144
1169
$141K 0.01%
1,178
1170
$141K 0.01%
12,916
1171
$141K 0.01%
4,358
1172
$141K 0.01%
3,350
1173
$140K 0.01%
1,220
1174
$140K 0.01%
1,458
1175
$140K 0.01%
2,483
45 46
47
48 49