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
1251
$125K 0.01%
3,951
1252
$125K 0.01%
6,048
+1,000
1253
$124K 0.01%
6,197
1254
$124K 0.01%
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1255
$124K 0.01%
4,770
1256
$124K 0.01%
2,551
1257
$124K 0.01%
2,942
1258
$124K 0.01%
3,375
1259
$124K 0.01%
4,325
1260
$123K 0.01%
8,511
1261
$123K 0.01%
2,320
1262
$123K 0.01%
6,670
1263
$123K 0.01%
2,394
1264
$123K 0.01%
20,300
1265
$123K 0.01%
7,597
1266
$122K 0.01%
2,560
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$122K 0.01%
8,600
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$122K 0.01%
7,056
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$122K 0.01%
1,196
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$122K 0.01%
6,396
1271
$121K 0.01%
1,209
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$121K 0.01%
563
1273
$121K 0.01%
6,781
1274
$120K 0.01%
1,936
1275
$120K 0.01%
2,415
49 50
51
52 53