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
2301
$23K ﹤0.01%
1,144
2302
$23K ﹤0.01%
1,600
2303
$23K ﹤0.01%
4,982
2304
$23K ﹤0.01%
569
2305
$23K ﹤0.01%
1,546
2306
$23K ﹤0.01%
3,670
2307
$23K ﹤0.01%
2,225
2308
$23K ﹤0.01%
1,500
2309
$23K ﹤0.01%
600
2310
$23K ﹤0.01%
2,045
2311
$22K ﹤0.01%
650
2312
$22K ﹤0.01%
1,069
2313
$22K ﹤0.01%
543
2314
$22K ﹤0.01%
545
2315
$22K ﹤0.01%
273
2316
$22K ﹤0.01%
490
2317
$22K ﹤0.01%
1,663
2318
$22K ﹤0.01%
2,154
2319
$22K ﹤0.01%
1,008
2320
$22K ﹤0.01%
1,150
2321
$22K ﹤0.01%
1,060
2322
$22K ﹤0.01%
7,035
2323
$22K ﹤0.01%
645
2324
$22K ﹤0.01%
1,560
2325
$22K ﹤0.01%
264
91 92
93
94 95