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
1976
$38K ﹤0.01%
54
1977
$38K ﹤0.01%
8,142
1978
$38K ﹤0.01%
338
1979
$38K ﹤0.01%
1,525
1980
$38K ﹤0.01%
742
1981
$38K ﹤0.01%
2,475
1982
$38K ﹤0.01%
732
1983
$38K ﹤0.01%
10,000
1984
$37K ﹤0.01%
323
1985
$37K ﹤0.01%
632
1986
$37K ﹤0.01%
1,825
1987
$37K ﹤0.01%
2,802
1988
$37K ﹤0.01%
282
-282
1989
$37K ﹤0.01%
401
1990
$37K ﹤0.01%
1,764
1991
$37K ﹤0.01%
934
1992
$37K ﹤0.01%
500
1993
$37K ﹤0.01%
1,315
1994
$37K ﹤0.01%
900
1995
$37K ﹤0.01%
236
1996
$37K ﹤0.01%
195
1997
$36K ﹤0.01%
2,550
1998
$36K ﹤0.01%
500
1999
$36K ﹤0.01%
723
2000
$36K ﹤0.01%
1,146
78 79
80
81 82