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
1351
$106K ﹤0.01%
3,946
1352
$105K ﹤0.01%
3,348
1353
$105K ﹤0.01%
13,903
1354
$105K ﹤0.01%
740
1355
$105K ﹤0.01%
1,301
1356
$105K ﹤0.01%
548
1357
$105K ﹤0.01%
7,696
1358
$105K ﹤0.01%
1,151
1359
$105K ﹤0.01%
10,495
1360
$104K ﹤0.01%
6,696
1361
$104K ﹤0.01%
2,089
1362
$104K ﹤0.01%
3,900
1363
$103K ﹤0.01%
1,407
1364
$103K ﹤0.01%
2,016
1365
$103K ﹤0.01%
465
1366
$103K ﹤0.01%
7,422
1367
$103K ﹤0.01%
1,178
1368
$103K ﹤0.01%
4,808
1369
$103K ﹤0.01%
2,036
1370
$102K ﹤0.01%
1,880
1371
$102K ﹤0.01%
2,010
1372
$102K ﹤0.01%
2,033
1373
$102K ﹤0.01%
5,936
1374
$102K ﹤0.01%
574
1375
$101K ﹤0.01%
2,415
53 54
55
56 57