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
1601
$70K ﹤0.01%
1,031
1602
$70K ﹤0.01%
1,264
1603
$70K ﹤0.01%
2,975
1604
$70K ﹤0.01%
396
1605
$70K ﹤0.01%
7,201
1606
$69K ﹤0.01%
751
1607
$69K ﹤0.01%
97
1608
$69K ﹤0.01%
2,616
1609
$69K ﹤0.01%
7,503
1610
$69K ﹤0.01%
4,531
1611
$69K ﹤0.01%
1,861
1612
$69K ﹤0.01%
2,176
1613
$69K ﹤0.01%
699
1614
$69K ﹤0.01%
1,032
1615
$69K ﹤0.01%
3,351
1616
$68K ﹤0.01%
3,263
1617
$68K ﹤0.01%
6,495
1618
$68K ﹤0.01%
1,194
1619
$68K ﹤0.01%
2,408
1620
$68K ﹤0.01%
500
1621
$68K ﹤0.01%
1,795
1622
$68K ﹤0.01%
1,338
1623
$67K ﹤0.01%
2,156
1624
$67K ﹤0.01%
2,320
1625
$67K ﹤0.01%
1,052
63 64
65
66 67