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
1176
$140K 0.01%
10,315
1177
$140K 0.01%
5,670
1178
$140K 0.01%
26,350
1179
$139K 0.01%
994
1180
$139K 0.01%
692
1181
$139K 0.01%
4,497
1182
$139K 0.01%
4,012
1183
$139K 0.01%
559
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5,590
1185
$138K 0.01%
1,916
1186
$138K 0.01%
2,690
1187
$138K 0.01%
121
1188
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3,326
1189
$138K 0.01%
889
1190
$137K 0.01%
16,162
1191
$137K 0.01%
7,400
1192
$137K 0.01%
2,233
1193
$137K 0.01%
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$137K 0.01%
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3,600
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$136K 0.01%
577
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$136K 0.01%
3,836
1198
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12,174
1199
$136K 0.01%
2,282
1200
$136K 0.01%
3,740
46 47
48
49 50