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
1426
$93K ﹤0.01%
3,473
1427
$93K ﹤0.01%
5,355
1428
$92K ﹤0.01%
3,750
1429
$92K ﹤0.01%
1,654
1430
$92K ﹤0.01%
2,900
1431
$92K ﹤0.01%
696
1432
$92K ﹤0.01%
615
1433
$92K ﹤0.01%
1,728
1434
$92K ﹤0.01%
2,950
1435
$91K ﹤0.01%
8,909
1436
$91K ﹤0.01%
554
1437
$91K ﹤0.01%
2,779
1438
$91K ﹤0.01%
5,525
1439
$91K ﹤0.01%
8,254
1440
$90K ﹤0.01%
1,270
1441
$90K ﹤0.01%
5,417
1442
$90K ﹤0.01%
3,416
1443
$90K ﹤0.01%
1,998
1444
$90K ﹤0.01%
9,000
1445
$90K ﹤0.01%
7,358
1446
$90K ﹤0.01%
1,182
1447
$90K ﹤0.01%
1,527
1448
$89K ﹤0.01%
1,469
1449
$89K ﹤0.01%
1,562
1450
$89K ﹤0.01%
6,902
56 57
58
59 60