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
2151
$29K ﹤0.01%
1,372
2152
$29K ﹤0.01%
617
2153
$29K ﹤0.01%
701
2154
$29K ﹤0.01%
422
2155
$29K ﹤0.01%
414
2156
$29K ﹤0.01%
3,000
2157
$29K ﹤0.01%
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2158
$29K ﹤0.01%
468
2159
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334
2160
$29K ﹤0.01%
498
2161
$29K ﹤0.01%
1,078
2162
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950
2163
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2164
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2,000
2165
$29K ﹤0.01%
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2166
$29K ﹤0.01%
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$29K ﹤0.01%
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2169
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$28K ﹤0.01%
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$28K ﹤0.01%
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2172
$28K ﹤0.01%
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2173
$28K ﹤0.01%
559
2174
$28K ﹤0.01%
1,088
2175
$28K ﹤0.01%
3,546