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
2101
$31K ﹤0.01%
4,428
2102
$31K ﹤0.01%
308
2103
$31K ﹤0.01%
295
2104
$31K ﹤0.01%
1,158
2105
$31K ﹤0.01%
3,540
2106
$31K ﹤0.01%
846
2107
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415
2108
$31K ﹤0.01%
537
2109
$31K ﹤0.01%
538
2110
$31K ﹤0.01%
1,629
2111
$31K ﹤0.01%
990
2112
$31K ﹤0.01%
1,167
2113
$31K ﹤0.01%
610
2114
$31K ﹤0.01%
1,512
2115
$31K ﹤0.01%
2,411
2116
$31K ﹤0.01%
1,698
2117
$30K ﹤0.01%
957
2118
$30K ﹤0.01%
930
2119
$30K ﹤0.01%
616
2120
$30K ﹤0.01%
461
2121
$30K ﹤0.01%
504
2122
$30K ﹤0.01%
351
2123
$30K ﹤0.01%
463
2124
$30K ﹤0.01%
446
2125
$30K ﹤0.01%
850