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
1901
$43K ﹤0.01%
862
1902
$43K ﹤0.01%
3,000
1903
$43K ﹤0.01%
1,500
1904
$43K ﹤0.01%
550
1905
$43K ﹤0.01%
883
1906
$43K ﹤0.01%
1,456
1907
$43K ﹤0.01%
1,521
1908
$43K ﹤0.01%
2,055
1909
$43K ﹤0.01%
2,250
1910
$43K ﹤0.01%
779
1911
$42K ﹤0.01%
700
1912
$42K ﹤0.01%
456
1913
$42K ﹤0.01%
473
1914
$42K ﹤0.01%
322
1915
$42K ﹤0.01%
1,813
1916
$42K ﹤0.01%
495
1917
$42K ﹤0.01%
1,234
1918
$42K ﹤0.01%
952
1919
$42K ﹤0.01%
1,637
1920
$42K ﹤0.01%
1,070
1921
$42K ﹤0.01%
4,863
1922
$42K ﹤0.01%
1,047
1923
$42K ﹤0.01%
1,453
1924
$42K ﹤0.01%
708
1925
$42K ﹤0.01%
846
75 76
77
78 79