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
1851
$47K ﹤0.01%
1,934
1852
$47K ﹤0.01%
4,240
1853
$47K ﹤0.01%
919
1854
$47K ﹤0.01%
457
1855
$47K ﹤0.01%
981
1856
$46K ﹤0.01%
12,257
1857
$46K ﹤0.01%
1,755
1858
$46K ﹤0.01%
367
1859
$46K ﹤0.01%
2,050
1860
$46K ﹤0.01%
423
1861
$46K ﹤0.01%
1,520
1862
$46K ﹤0.01%
5,000
1863
$46K ﹤0.01%
2,585
1864
$46K ﹤0.01%
163
1865
$46K ﹤0.01%
953
1866
$46K ﹤0.01%
30,101
1867
$46K ﹤0.01%
2,205
1868
$46K ﹤0.01%
1,047
1869
$46K ﹤0.01%
1,399
1870
$46K ﹤0.01%
2,129
1871
$46K ﹤0.01%
3,296
1872
$46K ﹤0.01%
1,134
1873
$45K ﹤0.01%
6,964
1874
$45K ﹤0.01%
302
1875
$45K ﹤0.01%
2,486
73 74
75
76 77