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
2026
$35K ﹤0.01%
1,095
2027
$35K ﹤0.01%
1,520
2028
$34K ﹤0.01%
806
2029
$34K ﹤0.01%
1,523
2030
$34K ﹤0.01%
1,223
2031
$34K ﹤0.01%
4,056
2032
$34K ﹤0.01%
6,498
2033
$34K ﹤0.01%
1,750
2034
$34K ﹤0.01%
689
2035
$34K ﹤0.01%
750
2036
$34K ﹤0.01%
679
2037
$34K ﹤0.01%
294
2038
$34K ﹤0.01%
1,665
2039
$34K ﹤0.01%
2,431
2040
$34K ﹤0.01%
554
2041
$34K ﹤0.01%
1,500
2042
$34K ﹤0.01%
561
2043
$33K ﹤0.01%
162
2044
$33K ﹤0.01%
2,279
2045
$33K ﹤0.01%
2,103
2046
$33K ﹤0.01%
503
2047
$33K ﹤0.01%
2,137
2048
$33K ﹤0.01%
1,050
2049
$33K ﹤0.01%
6,260
2050
$33K ﹤0.01%
4,800
80 81
82
83 84