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
1776
$53K ﹤0.01%
1,000
1777
$53K ﹤0.01%
3,819
1778
$53K ﹤0.01%
2,084
1779
$52K ﹤0.01%
1,010
1780
$52K ﹤0.01%
3,006
1781
$52K ﹤0.01%
952
1782
$52K ﹤0.01%
1,500
1783
$52K ﹤0.01%
2,484
1784
$52K ﹤0.01%
853
1785
$52K ﹤0.01%
3,340
1786
$52K ﹤0.01%
1,040
1787
$52K ﹤0.01%
1,975
1788
$52K ﹤0.01%
2,298
1789
$52K ﹤0.01%
732
1790
$52K ﹤0.01%
390
1791
$51K ﹤0.01%
3,319
1792
$51K ﹤0.01%
864
1793
$51K ﹤0.01%
2,168
1794
$51K ﹤0.01%
4,720
1795
$51K ﹤0.01%
8,746
1796
$51K ﹤0.01%
4,211
1797
$51K ﹤0.01%
3,271
1798
$51K ﹤0.01%
1,223
1799
$51K ﹤0.01%
1,840
1800
$50K ﹤0.01%
630
70 71
72
73 74