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
1951
$40K ﹤0.01%
2,700
1952
$40K ﹤0.01%
1,350
1953
$40K ﹤0.01%
680
1954
$40K ﹤0.01%
278
1955
$39K ﹤0.01%
1,535
1956
$39K ﹤0.01%
1,580
1957
$39K ﹤0.01%
500
1958
$39K ﹤0.01%
801
1959
$39K ﹤0.01%
1,347
1960
$39K ﹤0.01%
1,600
1961
$39K ﹤0.01%
434
1962
$39K ﹤0.01%
1,984
1963
$39K ﹤0.01%
1,387
1964
$39K ﹤0.01%
333
1965
$39K ﹤0.01%
857
1966
$39K ﹤0.01%
449
1967
$39K ﹤0.01%
2,763
1968
$39K ﹤0.01%
1,250
1969
$39K ﹤0.01%
1,423
1970
$39K ﹤0.01%
9,359
+2,500
1971
$39K ﹤0.01%
788
1972
$39K ﹤0.01%
2,100
1973
$39K ﹤0.01%
969
1974
$38K ﹤0.01%
1,310
1975
$38K ﹤0.01%
3,772
77 78
79
80 81