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
1376
$101K ﹤0.01%
2,115
1377
$101K ﹤0.01%
3,343
+1,000
1378
$101K ﹤0.01%
2,391
1379
$101K ﹤0.01%
8,452
1380
$101K ﹤0.01%
1,595
1381
$101K ﹤0.01%
113
1382
$101K ﹤0.01%
2,338
1383
$101K ﹤0.01%
11,180
1384
$100K ﹤0.01%
3,203
1385
$100K ﹤0.01%
3,795
1386
$100K ﹤0.01%
10,000
1387
$99K ﹤0.01%
4,893
1388
$99K ﹤0.01%
1,669
1389
$99K ﹤0.01%
810
1390
$99K ﹤0.01%
904
1391
$99K ﹤0.01%
3,150
1392
$98K ﹤0.01%
1,666
1393
$98K ﹤0.01%
1,517
1394
$98K ﹤0.01%
915
1395
$98K ﹤0.01%
2,593
1396
$98K ﹤0.01%
1,230
1397
$98K ﹤0.01%
1,346
1398
$98K ﹤0.01%
583
1399
$97K ﹤0.01%
1,855
1400
$97K ﹤0.01%
9,317
54 55
56
57 58