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
1876
$45K ﹤0.01%
3,815
1877
$45K ﹤0.01%
1,517
1878
$45K ﹤0.01%
100
1879
$45K ﹤0.01%
4,355
1880
$45K ﹤0.01%
3,100
1881
$45K ﹤0.01%
639
1882
$45K ﹤0.01%
645
1883
$44K ﹤0.01%
1,434
1884
$44K ﹤0.01%
1,150
1885
$44K ﹤0.01%
1,865
1886
$44K ﹤0.01%
500
1887
$44K ﹤0.01%
509
1888
$44K ﹤0.01%
2,628
1889
$44K ﹤0.01%
740
1890
$44K ﹤0.01%
1,266
1891
$44K ﹤0.01%
1,163
1892
$44K ﹤0.01%
1,270
1893
$44K ﹤0.01%
409
1894
$44K ﹤0.01%
3,750
1895
$44K ﹤0.01%
6,235
1896
$44K ﹤0.01%
426
1897
$43K ﹤0.01%
1,238
1898
$43K ﹤0.01%
1,583
1899
$43K ﹤0.01%
1,375
1900
$43K ﹤0.01%
720
74 75
76
77 78