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
126
$4.07M 0.18%
12,666
127
$4.06M 0.18%
73,471
128
$3.98M 0.18%
34,811
129
$3.93M 0.18%
153,295
130
$3.86M 0.17%
147,468
131
$3.85M 0.17%
50,874
132
$3.76M 0.17%
107,860
133
$3.76M 0.17%
215,556
134
$3.74M 0.17%
16,981
135
$3.72M 0.17%
185,961
136
$3.69M 0.17%
72,516
137
$3.66M 0.17%
23,213
138
$3.65M 0.17%
35,389
139
$3.62M 0.16%
71,477
140
$3.6M 0.16%
41,277
141
$3.6M 0.16%
23,531
142
$3.59M 0.16%
121,562
143
$3.56M 0.16%
19,094
144
$3.56M 0.16%
58,149
145
$3.54M 0.16%
48,989
146
$3.53M 0.16%
39,192
147
$3.53M 0.16%
186,238
148
$3.5M 0.16%
75,431
149
$3.47M 0.16%
56,633
150
$3.46M 0.16%
32,744
4 5
6
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