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
151
$3.44M 0.16%
282,501
152
$3.41M 0.15%
70,915
153
$3.41M 0.15%
66,799
154
$3.41M 0.15%
64,668
155
$3.39M 0.15%
52,997
+9,900
156
$3.38M 0.15%
147,477
157
$3.32M 0.15%
49,197
158
$3.31M 0.15%
22,577
159
$3.31M 0.15%
60,465
160
$3.3M 0.15%
63,134
161
$3.29M 0.15%
126,466
162
$3.27M 0.15%
133,443
163
$3.2M 0.15%
28,049
164
$3.18M 0.14%
43,847
165
$3.17M 0.14%
32,146
166
$3.12M 0.14%
58,086
167
$3.12M 0.14%
117,579
168
$3.05M 0.14%
50,576
169
$3.02M 0.14%
47,384
170
$3.02M 0.14%
17,354
171
$3M 0.14%
23,678
172
$3M 0.14%
63,499
173
$3M 0.14%
40,254
+500
174
$2.99M 0.14%
168,321
175
$2.96M 0.13%
35,775
5 6
7
8 9