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
2001
$36K ﹤0.01%
447
2002
$36K ﹤0.01%
886
-295
2003
$36K ﹤0.01%
1,168
2004
$36K ﹤0.01%
4,115
2005
$36K ﹤0.01%
5,749
2006
$36K ﹤0.01%
500
2007
$36K ﹤0.01%
600
2008
$36K ﹤0.01%
1,523
2009
$35K ﹤0.01%
540
2010
$35K ﹤0.01%
883
2011
$35K ﹤0.01%
1,700
2012
$35K ﹤0.01%
2,939
2013
$35K ﹤0.01%
1,326
2014
$35K ﹤0.01%
1,122
2015
$35K ﹤0.01%
1,011
2016
$35K ﹤0.01%
413
2017
$35K ﹤0.01%
985
2018
$35K ﹤0.01%
2,673
2019
$35K ﹤0.01%
1,430
2020
$35K ﹤0.01%
1,842
2021
$35K ﹤0.01%
372
2022
$35K ﹤0.01%
420
2023
$35K ﹤0.01%
4,300
2024
$35K ﹤0.01%
602
2025
$35K ﹤0.01%
1,340
79 80
81
82 83