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
2201
$27K ﹤0.01%
766
2202
$27K ﹤0.01%
2,000
2203
$27K ﹤0.01%
6,950
+1,000
2204
$27K ﹤0.01%
400
2205
$27K ﹤0.01%
200
2206
$27K ﹤0.01%
1,600
2207
$27K ﹤0.01%
2,100
2208
$26K ﹤0.01%
500
2209
$26K ﹤0.01%
528
2210
$26K ﹤0.01%
740
2211
$26K ﹤0.01%
1,030
2212
$26K ﹤0.01%
530
2213
$26K ﹤0.01%
2,950
2214
$26K ﹤0.01%
894
2215
$26K ﹤0.01%
570
2216
$26K ﹤0.01%
877
2217
$26K ﹤0.01%
548
2218
$26K ﹤0.01%
806
2219
$26K ﹤0.01%
730
2220
$26K ﹤0.01%
600
2221
$26K ﹤0.01%
256
2222
$26K ﹤0.01%
1,740
2223
$26K ﹤0.01%
270
2224
$26K ﹤0.01%
1,057
2225
$26K ﹤0.01%
476
87 88
89
90 91