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
176
$2.95M 0.13%
26,471
177
$2.94M 0.13%
38,348
178
$2.94M 0.13%
28,157
179
$2.9M 0.13%
130,566
180
$2.86M 0.13%
167,517
181
$2.84M 0.13%
43,264
182
$2.83M 0.13%
33,308
183
$2.83M 0.13%
89,091
184
$2.81M 0.13%
29,722
185
$2.8M 0.13%
50,582
186
$2.79M 0.13%
44,518
187
$2.78M 0.13%
99,422
188
$2.76M 0.13%
51,703
189
$2.75M 0.12%
138,099
190
$2.74M 0.12%
20,433
191
$2.74M 0.12%
70,120
192
$2.69M 0.12%
72,648
193
$2.69M 0.12%
94,743
194
$2.68M 0.12%
16,253
195
$2.67M 0.12%
132,377
196
$2.66M 0.12%
11,960
197
$2.65M 0.12%
46,375
198
$2.62M 0.12%
13,806
199
$2.61M 0.12%
53,470
200
$2.61M 0.12%
142,221
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