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
1201
$136K 0.01%
6,575
1202
$135K 0.01%
1,290
1203
$135K 0.01%
2,856
1204
$135K 0.01%
4,052
1205
$134K 0.01%
2,440
1206
$134K 0.01%
1,026
1207
$134K 0.01%
4,353
1208
$134K 0.01%
10,283
1209
$134K 0.01%
1,471
1210
$133K 0.01%
2,817
1211
$133K 0.01%
3,846
1212
$133K 0.01%
6,640
1213
$133K 0.01%
2,357
1214
$133K 0.01%
3,460
1215
$132K 0.01%
11,135
1216
$132K 0.01%
757
1217
$132K 0.01%
10,616
1218
$132K 0.01%
3,270
1219
$131K 0.01%
10,820
1220
$131K 0.01%
3,636
1221
$131K 0.01%
3,088
1222
$131K 0.01%
3,973
1223
$131K 0.01%
1,088
1224
$130K 0.01%
10,398
1225
$130K 0.01%
3,686
47 48
49
50 51