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
1501
$82K ﹤0.01%
2,870
1502
$82K ﹤0.01%
871
1503
$82K ﹤0.01%
2,741
1504
$82K ﹤0.01%
1,801
1505
$82K ﹤0.01%
1,231
1506
$82K ﹤0.01%
3,287
1507
$82K ﹤0.01%
6,986
1508
$81K ﹤0.01%
2,458
1509
$81K ﹤0.01%
1,693
1510
$81K ﹤0.01%
1,451
1511
$81K ﹤0.01%
1,438
1512
$81K ﹤0.01%
1,115
1513
$81K ﹤0.01%
2,525
+400
1514
$81K ﹤0.01%
2,195
1515
$80K ﹤0.01%
1,800
1516
$80K ﹤0.01%
2,725
1517
$80K ﹤0.01%
913
1518
$80K ﹤0.01%
2,065
1519
$79K ﹤0.01%
617
1520
$79K ﹤0.01%
849
1521
$79K ﹤0.01%
10,206
1522
$79K ﹤0.01%
914
1523
$79K ﹤0.01%
3,140
1524
$79K ﹤0.01%
3,074
1525
$78K ﹤0.01%
15,129
59 60
61
62 63