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
1326
$111K 0.01%
1,818
1327
$111K 0.01%
3,720
1328
$111K 0.01%
3,542
1329
$110K 0.01%
7,995
1330
$109K ﹤0.01%
3,840
1331
$109K ﹤0.01%
798
1332
$109K ﹤0.01%
5,899
1333
$108K ﹤0.01%
4,935
1334
$108K ﹤0.01%
3,197
1335
$108K ﹤0.01%
1,414
1336
$108K ﹤0.01%
1,598
1337
$108K ﹤0.01%
1,029
1338
$107K ﹤0.01%
2,438
1339
$107K ﹤0.01%
2,637
1340
$107K ﹤0.01%
486
1341
$107K ﹤0.01%
9,500
1342
$107K ﹤0.01%
6,002
1343
$107K ﹤0.01%
729
1344
$107K ﹤0.01%
714
1345
$107K ﹤0.01%
3,279
1346
$107K ﹤0.01%
852
1347
$106K ﹤0.01%
966
1348
$106K ﹤0.01%
3,486
1349
$106K ﹤0.01%
2,362
1350
$106K ﹤0.01%
1,661
52 53
54
55 56