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
1226
$130K 0.01%
2,994
1227
$130K 0.01%
769
1228
$130K 0.01%
3,999
1229
$129K 0.01%
3,359
1230
$129K 0.01%
1,202
1231
$129K 0.01%
1,101
1232
$129K 0.01%
5,355
1233
$129K 0.01%
1,584
1234
$129K 0.01%
7,186
1235
$129K 0.01%
1,165
1236
$128K 0.01%
5,535
1237
$128K 0.01%
9,037
1238
$128K 0.01%
12,660
1239
$128K 0.01%
2,808
1240
$128K 0.01%
7,312
1241
$128K 0.01%
3,648
1242
$128K 0.01%
2,274
1243
$128K 0.01%
7,607
1244
$127K 0.01%
4,939
1245
$127K 0.01%
4,263
1246
$127K 0.01%
5,717
1247
$126K 0.01%
2,662
1248
$125K 0.01%
5,676
1249
$125K 0.01%
1,438
1250
$125K 0.01%
3,229
48 49
50
51 52