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
1726
$58K ﹤0.01%
2,307
1727
$58K ﹤0.01%
553
1728
$58K ﹤0.01%
2,285
1729
$58K ﹤0.01%
756
1730
$58K ﹤0.01%
340
1731
$58K ﹤0.01%
2,051
1732
$58K ﹤0.01%
1,285
1733
$58K ﹤0.01%
1,460
1734
$58K ﹤0.01%
2,590
1735
$57K ﹤0.01%
1,607
1736
$57K ﹤0.01%
9,900
1737
$57K ﹤0.01%
6,419
1738
$57K ﹤0.01%
2,083
1739
$56K ﹤0.01%
6,352
1740
$56K ﹤0.01%
3,928
1741
$56K ﹤0.01%
14,034
1742
$56K ﹤0.01%
1,651
1743
$56K ﹤0.01%
937
1744
$56K ﹤0.01%
4,568
1745
$56K ﹤0.01%
2,800
1746
$56K ﹤0.01%
478
1747
$56K ﹤0.01%
942
1748
$55K ﹤0.01%
1,124
1749
$55K ﹤0.01%
2,229
1750
$55K ﹤0.01%
609
68 69
70
71 72