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
1526
$78K ﹤0.01%
5,750
1527
$78K ﹤0.01%
1,863
1528
$78K ﹤0.01%
1,445
1529
$78K ﹤0.01%
450
1530
$78K ﹤0.01%
1,263
1531
$77K ﹤0.01%
7,200
+1,000
1532
$77K ﹤0.01%
8,950
1533
$77K ﹤0.01%
4,349
1534
$77K ﹤0.01%
2,571
1535
$77K ﹤0.01%
668
1536
$77K ﹤0.01%
281
1537
$77K ﹤0.01%
3,645
1538
$77K ﹤0.01%
2,773
1539
$77K ﹤0.01%
736
1540
$76K ﹤0.01%
1,843
1541
$76K ﹤0.01%
1,567
1542
$76K ﹤0.01%
1,906
1543
$76K ﹤0.01%
574
1544
$76K ﹤0.01%
1,519
1545
$76K ﹤0.01%
880
1546
$76K ﹤0.01%
7,157
1547
$76K ﹤0.01%
860
1548
$76K ﹤0.01%
1,895
1549
$75K ﹤0.01%
3,473
1550
$75K ﹤0.01%
671
60 61
62
63 64