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
2251
$25K ﹤0.01%
1,203
2252
$25K ﹤0.01%
274
2253
$25K ﹤0.01%
873
2254
$25K ﹤0.01%
21
2255
$25K ﹤0.01%
741
2256
$25K ﹤0.01%
999
2257
$25K ﹤0.01%
2,720
2258
$25K ﹤0.01%
282
2259
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1,231
2260
$25K ﹤0.01%
492
2261
$25K ﹤0.01%
770
2262
$24K ﹤0.01%
3,675
2263
$24K ﹤0.01%
748
2264
$24K ﹤0.01%
184
2265
$24K ﹤0.01%
445
2266
$24K ﹤0.01%
725
2267
$24K ﹤0.01%
929
2268
$24K ﹤0.01%
2,598
2269
$24K ﹤0.01%
7,853
2270
$24K ﹤0.01%
547
2271
$24K ﹤0.01%
1,702
2272
$24K ﹤0.01%
38
2273
$24K ﹤0.01%
291
2274
$24K ﹤0.01%
437
2275
$24K ﹤0.01%
331