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
1476
$85K ﹤0.01%
3,770
1477
$85K ﹤0.01%
4,465
1478
$85K ﹤0.01%
2,359
1479
$85K ﹤0.01%
83
1480
$85K ﹤0.01%
8,370
1481
$85K ﹤0.01%
3,223
1482
$85K ﹤0.01%
4,910
1483
$85K ﹤0.01%
3,814
1484
$84K ﹤0.01%
6,678
1485
$84K ﹤0.01%
24
1486
$84K ﹤0.01%
2,354
1487
$84K ﹤0.01%
2,475
1488
$84K ﹤0.01%
2,825
1489
$84K ﹤0.01%
3,324
1490
$83K ﹤0.01%
1,863
1491
$83K ﹤0.01%
6,244
1492
$83K ﹤0.01%
1,291
1493
$83K ﹤0.01%
3,698
1494
$83K ﹤0.01%
1,252
1495
$83K ﹤0.01%
2,086
1496
$83K ﹤0.01%
19
1497
$83K ﹤0.01%
3,321
1498
$83K ﹤0.01%
1,500
1499
$83K ﹤0.01%
3,220
1500
$83K ﹤0.01%
2,188
58 59
60
61 62