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
1701
$61K ﹤0.01%
2,665
1702
$61K ﹤0.01%
4,000
1703
$61K ﹤0.01%
827
1704
$61K ﹤0.01%
436
1705
$60K ﹤0.01%
889
1706
$60K ﹤0.01%
343
1707
$60K ﹤0.01%
1,688
1708
$60K ﹤0.01%
3,625
1709
$60K ﹤0.01%
1,233
1710
$60K ﹤0.01%
1,092
1711
$60K ﹤0.01%
3,835
1712
$60K ﹤0.01%
2,350
1713
$59K ﹤0.01%
735
1714
$59K ﹤0.01%
1,125
1715
$59K ﹤0.01%
9,600
1716
$59K ﹤0.01%
2,855
1717
$59K ﹤0.01%
1,284
1718
$59K ﹤0.01%
1,012
1719
$59K ﹤0.01%
1,576
1720
$59K ﹤0.01%
1,803
1721
$59K ﹤0.01%
515
1722
$59K ﹤0.01%
766
1723
$58K ﹤0.01%
284
1724
$58K ﹤0.01%
463
1725
$58K ﹤0.01%
15,000
67 68
69
70 71