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
1676
$63K ﹤0.01%
950
1677
$63K ﹤0.01%
337
1678
$62K ﹤0.01%
1,067
1679
$62K ﹤0.01%
1,533
1680
$62K ﹤0.01%
508
1681
$62K ﹤0.01%
2,796
1682
$62K ﹤0.01%
3,078
1683
$62K ﹤0.01%
7,088
1684
$62K ﹤0.01%
2,062
1685
$62K ﹤0.01%
1,050
1686
$62K ﹤0.01%
1,388
1687
$62K ﹤0.01%
679
1688
$62K ﹤0.01%
1,905
1689
$62K ﹤0.01%
25,267
1690
$62K ﹤0.01%
965
1691
$62K ﹤0.01%
1,163
1692
$62K ﹤0.01%
5,319
1693
$61K ﹤0.01%
5,883
1694
$61K ﹤0.01%
6,313
1695
$61K ﹤0.01%
1,138
1696
$61K ﹤0.01%
1,946
1697
$61K ﹤0.01%
1,385
1698
$61K ﹤0.01%
2,598
1699
$61K ﹤0.01%
2,050
1700
$61K ﹤0.01%
1,618
66 67
68
69 70