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
1651
$65K ﹤0.01%
811
1652
$64K ﹤0.01%
2,317
1653
$64K ﹤0.01%
2,050
1654
$64K ﹤0.01%
3,665
+2,042
1655
$64K ﹤0.01%
994
1656
$64K ﹤0.01%
966
1657
$64K ﹤0.01%
1,852
1658
$64K ﹤0.01%
5,821
1659
$64K ﹤0.01%
1,212
1660
$64K ﹤0.01%
3,138
1661
$64K ﹤0.01%
4,850
1662
$64K ﹤0.01%
870
1663
$64K ﹤0.01%
1,455
1664
$64K ﹤0.01%
2,540
1665
$64K ﹤0.01%
3,380
1666
$64K ﹤0.01%
3,850
1667
$64K ﹤0.01%
2,875
1668
$64K ﹤0.01%
6,317
1669
$63K ﹤0.01%
1,336
1670
$63K ﹤0.01%
2,256
1671
$63K ﹤0.01%
2,389
1672
$63K ﹤0.01%
2,035
1673
$63K ﹤0.01%
4,596
1674
$63K ﹤0.01%
1,350
1675
$63K ﹤0.01%
59
+25
65 66
67
68 69