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
1551
$75K ﹤0.01%
9,744
1552
$75K ﹤0.01%
5,664
1553
$75K ﹤0.01%
288
1554
$75K ﹤0.01%
6,622
1555
$74K ﹤0.01%
2,194
1556
$74K ﹤0.01%
2,890
1557
$74K ﹤0.01%
2,017
1558
$74K ﹤0.01%
3,820
1559
$74K ﹤0.01%
1,154
1560
$74K ﹤0.01%
3,200
1561
$74K ﹤0.01%
7,546
1562
$74K ﹤0.01%
1,395
1563
$74K ﹤0.01%
1,121
1564
$73K ﹤0.01%
1,426
1565
$73K ﹤0.01%
576
1566
$73K ﹤0.01%
5,650
1567
$73K ﹤0.01%
2,813
1568
$73K ﹤0.01%
1,485
1569
$73K ﹤0.01%
871
1570
$73K ﹤0.01%
11,265
1571
$73K ﹤0.01%
2,907
1572
$73K ﹤0.01%
1,716
1573
$72K ﹤0.01%
915
1574
$72K ﹤0.01%
1,376
1575
$72K ﹤0.01%
2,815
61 62
63
64 65