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
2176
$28K ﹤0.01%
1,474
2177
$28K ﹤0.01%
486
2178
$28K ﹤0.01%
150
2179
$28K ﹤0.01%
596
2180
$28K ﹤0.01%
538
2181
$28K ﹤0.01%
571
2182
$28K ﹤0.01%
314
2183
$28K ﹤0.01%
402
2184
$28K ﹤0.01%
2,273
2185
$28K ﹤0.01%
57
+13
2186
$28K ﹤0.01%
593
2187
$28K ﹤0.01%
552
2188
$28K ﹤0.01%
1,926
2189
$28K ﹤0.01%
504
2190
$28K ﹤0.01%
1,000
2191
$28K ﹤0.01%
1,489
2192
$27K ﹤0.01%
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2193
$27K ﹤0.01%
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2194
$27K ﹤0.01%
793
2195
$27K ﹤0.01%
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2196
$27K ﹤0.01%
346
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$27K ﹤0.01%
600
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$27K ﹤0.01%
3,617
2199
$27K ﹤0.01%
300
2200
$27K ﹤0.01%
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88
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