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
2276
$24K ﹤0.01%
1,289
2277
$24K ﹤0.01%
535
2278
$24K ﹤0.01%
698
2279
$24K ﹤0.01%
1,051
+788
2280
$24K ﹤0.01%
176
2281
$24K ﹤0.01%
408
2282
$24K ﹤0.01%
291
2283
$24K ﹤0.01%
1,890
2284
$24K ﹤0.01%
1,378
2285
$24K ﹤0.01%
937
2286
$23K ﹤0.01%
654
2287
$23K ﹤0.01%
450
2288
$23K ﹤0.01%
1,204
2289
$23K ﹤0.01%
1,047
2290
$23K ﹤0.01%
1,000
2291
$23K ﹤0.01%
495
2292
$23K ﹤0.01%
125
2293
$23K ﹤0.01%
2,510
2294
$23K ﹤0.01%
1,518
2295
$23K ﹤0.01%
630
2296
$23K ﹤0.01%
115
2297
$23K ﹤0.01%
3,148
2298
$23K ﹤0.01%
895
2299
$23K ﹤0.01%
410
2300
$23K ﹤0.01%
1,000