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
1576
$72K ﹤0.01%
1,856
1577
$72K ﹤0.01%
2,186
1578
$72K ﹤0.01%
2,156
1579
$72K ﹤0.01%
462
1580
$72K ﹤0.01%
635
1581
$72K ﹤0.01%
3,666
1582
$72K ﹤0.01%
40,684
1583
$72K ﹤0.01%
631
1584
$72K ﹤0.01%
5,720
1585
$72K ﹤0.01%
2,838
1586
$72K ﹤0.01%
2,459
1587
$72K ﹤0.01%
1,133
1588
$71K ﹤0.01%
1,488
1589
$71K ﹤0.01%
1,167
1590
$71K ﹤0.01%
1,750
1591
$71K ﹤0.01%
1,181
1592
$71K ﹤0.01%
3,912
1593
$71K ﹤0.01%
935
1594
$71K ﹤0.01%
1,934
1595
$71K ﹤0.01%
3,425
1596
$71K ﹤0.01%
777
1597
$71K ﹤0.01%
1,637
1598
$71K ﹤0.01%
7,054
1599
$71K ﹤0.01%
1,258
1600
$71K ﹤0.01%
2,835
62 63
64
65 66