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
1276
$120K 0.01%
1,864
1277
$120K 0.01%
2,223
1278
$120K 0.01%
1,680
1279
$119K 0.01%
2,348
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$119K 0.01%
3,843
1281
$119K 0.01%
1,136
1282
$119K 0.01%
9,090
1283
$119K 0.01%
150
+15
1284
$119K 0.01%
2,189
1285
$118K 0.01%
8,046
1286
$118K 0.01%
2,283
1287
$118K 0.01%
3,620
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$117K 0.01%
1,129
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$117K 0.01%
3,048
1290
$117K 0.01%
2,787
1291
$117K 0.01%
1,029
1292
$117K 0.01%
4,200
1293
$117K 0.01%
813
1294
$117K 0.01%
2,275
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$117K 0.01%
2,709
1296
$116K 0.01%
2,762
1297
$116K 0.01%
481
1298
$116K 0.01%
1,915
1299
$116K 0.01%
1,904
1300
$115K 0.01%
11,274
50 51
52
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