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
1451
$89K ﹤0.01%
2,787
1452
$89K ﹤0.01%
3,716
1453
$89K ﹤0.01%
1,039
1454
$89K ﹤0.01%
2,213
1455
$89K ﹤0.01%
2,980
1456
$88K ﹤0.01%
1,100
1457
$88K ﹤0.01%
5,368
1458
$88K ﹤0.01%
6,413
1459
$88K ﹤0.01%
1,910
1460
$87K ﹤0.01%
1,578
1461
$87K ﹤0.01%
405
1462
$87K ﹤0.01%
691
1463
$87K ﹤0.01%
1,641
1464
$87K ﹤0.01%
7,148
1465
$87K ﹤0.01%
3,192
1466
$86K ﹤0.01%
758
1467
$86K ﹤0.01%
5,990
1468
$86K ﹤0.01%
2,326
1469
$86K ﹤0.01%
7,732
1470
$86K ﹤0.01%
1,221
1471
$86K ﹤0.01%
2,121
1472
$86K ﹤0.01%
9,000
1473
$85K ﹤0.01%
1,625
1474
$85K ﹤0.01%
4,036
1475
$85K ﹤0.01%
3,554
57 58
59
60 61