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
201
$2.6M 0.12%
24,416
202
$2.59M 0.12%
8,440
203
$2.55M 0.12%
44,897
204
$2.54M 0.12%
263,379
205
$2.53M 0.11%
28,420
206
$2.53M 0.11%
61,462
+900
207
$2.51M 0.11%
71,124
208
$2.51M 0.11%
200,772
+15,500
209
$2.5M 0.11%
29,590
210
$2.5M 0.11%
23,641
211
$2.38M 0.11%
36,021
212
$2.38M 0.11%
39,603
213
$2.35M 0.11%
52,603
214
$2.33M 0.11%
77,419
215
$2.32M 0.11%
92,846
216
$2.32M 0.11%
95,144
217
$2.32M 0.11%
16,291
218
$2.31M 0.1%
31,394
219
$2.31M 0.1%
41,836
220
$2.31M 0.1%
216,888
221
$2.24M 0.1%
46,953
222
$2.23M 0.1%
28,143
223
$2.2M 0.1%
11,707
224
$2.19M 0.1%
36,580
225
$2.17M 0.1%
27,476
7 8
9
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