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
2326
$22K ﹤0.01%
800
2327
$22K ﹤0.01%
1,521
2328
$22K ﹤0.01%
1,161
2329
$22K ﹤0.01%
579
2330
$22K ﹤0.01%
1,582
2331
$22K ﹤0.01%
387
2332
$22K ﹤0.01%
439
2333
$22K ﹤0.01%
910
2334
$22K ﹤0.01%
161
2335
$22K ﹤0.01%
169
2336
$22K ﹤0.01%
238
2337
$22K ﹤0.01%
149
2338
$22K ﹤0.01%
2,277
2339
$21K ﹤0.01%
600
2340
$21K ﹤0.01%
3,611
2341
$21K ﹤0.01%
375
2342
$21K ﹤0.01%
170
2343
$21K ﹤0.01%
379
2344
$21K ﹤0.01%
2,020
2345
$21K ﹤0.01%
1,018
2346
$21K ﹤0.01%
3,530
2347
$21K ﹤0.01%
953
2348
$21K ﹤0.01%
4,910
2349
$21K ﹤0.01%
7,074
2350
$21K ﹤0.01%
341