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
2051
$33K ﹤0.01%
1,117
2052
$33K ﹤0.01%
7,131
2053
$33K ﹤0.01%
1,362
2054
$33K ﹤0.01%
708
2055
$33K ﹤0.01%
1,942
2056
$33K ﹤0.01%
1,114
2057
$33K ﹤0.01%
1,338
2058
$32K ﹤0.01%
2,000
2059
$32K ﹤0.01%
1,520
2060
$32K ﹤0.01%
496
2061
$32K ﹤0.01%
1,032
2062
$32K ﹤0.01%
1,850
2063
$32K ﹤0.01%
5,548
2064
$32K ﹤0.01%
1,530
2065
$32K ﹤0.01%
2,145
2066
$32K ﹤0.01%
523
2067
$32K ﹤0.01%
379
2068
$32K ﹤0.01%
3,200
2069
$32K ﹤0.01%
4,372
2070
$32K ﹤0.01%
400
2071
$32K ﹤0.01%
1,400
2072
$32K ﹤0.01%
842
2073
$32K ﹤0.01%
4,044
2074
$32K ﹤0.01%
1,816
2075
$32K ﹤0.01%
820
81 82
83
84 85