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
2226
$26K ﹤0.01%
273
2227
$26K ﹤0.01%
710
2228
$26K ﹤0.01%
392
2229
$26K ﹤0.01%
3,460
2230
$26K ﹤0.01%
5,206
2231
$26K ﹤0.01%
568
2232
$26K ﹤0.01%
312
2233
$25K ﹤0.01%
836
2234
$25K ﹤0.01%
1,740
2235
$25K ﹤0.01%
294
2236
$25K ﹤0.01%
1,725
2237
$25K ﹤0.01%
711
2238
$25K ﹤0.01%
784
2239
$25K ﹤0.01%
2,244
2240
$25K ﹤0.01%
4
2241
$25K ﹤0.01%
520
2242
$25K ﹤0.01%
365
2243
$25K ﹤0.01%
989
2244
$25K ﹤0.01%
750
2245
$25K ﹤0.01%
244
2246
$25K ﹤0.01%
950
2247
$25K ﹤0.01%
289
2248
$25K ﹤0.01%
546
2249
$25K ﹤0.01%
500
2250
$25K ﹤0.01%
1,682