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
1301
$115K 0.01%
2,781
1302
$115K 0.01%
5,337
1303
$114K 0.01%
3,509
1304
$114K 0.01%
1,842
1305
$114K 0.01%
2,050
1306
$114K 0.01%
4,453
1307
$114K 0.01%
1,209
1308
$114K 0.01%
4,464
1309
$114K 0.01%
2,212
1310
$114K 0.01%
5,593
1311
$113K 0.01%
2,326
1312
$113K 0.01%
3,315
1313
$113K 0.01%
4,020
1314
$113K 0.01%
757
1315
$113K 0.01%
5,588
1316
$113K 0.01%
3,209
1317
$112K 0.01%
6,609
1318
$112K 0.01%
1,513
1319
$112K 0.01%
2,724
1320
$112K 0.01%
1,528
1321
$112K 0.01%
13,496
1322
$111K 0.01%
6,758
1323
$111K 0.01%
819
1324
$111K 0.01%
988
1325
$111K 0.01%
2,126
51 52
53
54 55