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
1751
$55K ﹤0.01%
860
1752
$55K ﹤0.01%
5,911
1753
$55K ﹤0.01%
9,610
1754
$55K ﹤0.01%
1,545
1755
$55K ﹤0.01%
1,507
1756
$55K ﹤0.01%
682
1757
$55K ﹤0.01%
2,535
1758
$55K ﹤0.01%
12,609
1759
$55K ﹤0.01%
9,305
+4,500
1760
$55K ﹤0.01%
2,150
1761
$55K ﹤0.01%
3,000
1762
$54K ﹤0.01%
3,804
1763
$54K ﹤0.01%
3,943
1764
$54K ﹤0.01%
931
1765
$54K ﹤0.01%
3,897
1766
$54K ﹤0.01%
1,066
1767
$54K ﹤0.01%
1,189
1768
$54K ﹤0.01%
1,281
1769
$53K ﹤0.01%
1,144
1770
$53K ﹤0.01%
1,675
1771
$53K ﹤0.01%
2,614
1772
$53K ﹤0.01%
1,790
1773
$53K ﹤0.01%
10,000
1774
$53K ﹤0.01%
742
1775
$53K ﹤0.01%
243
69 70
71
72 73