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
1626
$67K ﹤0.01%
738
1627
$67K ﹤0.01%
2,100
1628
$67K ﹤0.01%
79
1629
$67K ﹤0.01%
3,285
1630
$67K ﹤0.01%
1,610
1631
$67K ﹤0.01%
1,810
1632
$66K ﹤0.01%
3,408
1633
$66K ﹤0.01%
2,485
1634
$66K ﹤0.01%
1,755
1635
$66K ﹤0.01%
11,400
1636
$66K ﹤0.01%
2,872
1637
$66K ﹤0.01%
1,344
1638
$66K ﹤0.01%
2,975
1639
$66K ﹤0.01%
798
1640
$66K ﹤0.01%
1,813
1641
$66K ﹤0.01%
1,311
1642
$66K ﹤0.01%
693
1643
$66K ﹤0.01%
711
1644
$66K ﹤0.01%
1,709
1645
$66K ﹤0.01%
6,666
1646
$66K ﹤0.01%
482
1647
$65K ﹤0.01%
2,197
1648
$65K ﹤0.01%
4,721
1649
$65K ﹤0.01%
50
1650
$65K ﹤0.01%
23,612
64 65
66
67 68