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
101
$4.62M 0.21%
41,694
102
$4.61M 0.21%
55,107
103
$4.61M 0.21%
31,338
104
$4.6M 0.21%
80,108
105
$4.6M 0.21%
55,475
106
$4.54M 0.21%
106,892
107
$4.48M 0.2%
136,221
108
$4.44M 0.2%
38,213
109
$4.43M 0.2%
47,142
110
$4.42M 0.2%
36,359
111
$4.37M 0.2%
189,772
112
$4.37M 0.2%
17,659
113
$4.34M 0.2%
194,434
114
$4.32M 0.2%
80,024
115
$4.32M 0.2%
167,074
116
$4.3M 0.2%
82,103
117
$4.3M 0.2%
34,809
118
$4.3M 0.19%
888,920
119
$4.27M 0.19%
53,298
120
$4.22M 0.19%
143,547
121
$4.21M 0.19%
27,815
122
$4.2M 0.19%
22,584
123
$4.13M 0.19%
11,948
124
$4.12M 0.19%
20,958
125
$4.1M 0.19%
68,153
3 4
5
6 7