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
1926
$42K ﹤0.01%
421
1927
$41K ﹤0.01%
610
1928
$41K ﹤0.01%
944
+500
1929
$41K ﹤0.01%
1,294
1930
$41K ﹤0.01%
1,133
1931
$41K ﹤0.01%
773
1932
$41K ﹤0.01%
6,970
1933
$41K ﹤0.01%
3,962
1934
$41K ﹤0.01%
827
1935
$41K ﹤0.01%
275
1936
$41K ﹤0.01%
720
1937
$41K ﹤0.01%
1,080
1938
$41K ﹤0.01%
650
1939
$41K ﹤0.01%
984
1940
$40K ﹤0.01%
3,050
1941
$40K ﹤0.01%
893
1942
$40K ﹤0.01%
5,382
1943
$40K ﹤0.01%
502
1944
$40K ﹤0.01%
759
1945
$40K ﹤0.01%
9,327
1946
$40K ﹤0.01%
2,850
1947
$40K ﹤0.01%
535
1948
$40K ﹤0.01%
581
1949
$40K ﹤0.01%
1,300
1950
$40K ﹤0.01%
1,325
76 77
78
79 80