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
2076
$32K ﹤0.01%
600
2077
$32K ﹤0.01%
481
2078
$32K ﹤0.01%
2,472
2079
$32K ﹤0.01%
522
2080
$32K ﹤0.01%
355
2081
$32K ﹤0.01%
1,056
2082
$32K ﹤0.01%
1,781
2083
$32K ﹤0.01%
750
2084
$32K ﹤0.01%
2,644
2085
$31K ﹤0.01%
781
2086
$31K ﹤0.01%
131
2087
$31K ﹤0.01%
2,104
2088
$31K ﹤0.01%
506
2089
$31K ﹤0.01%
242
2090
$31K ﹤0.01%
264
2091
$31K ﹤0.01%
1,031
2092
$31K ﹤0.01%
1,229
2093
$31K ﹤0.01%
2,710
2094
$31K ﹤0.01%
489
2095
$31K ﹤0.01%
248
2096
$31K ﹤0.01%
582
2097
$31K ﹤0.01%
529
2098
$31K ﹤0.01%
598
2099
$31K ﹤0.01%
3,000
2100
$31K ﹤0.01%
1,957