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
2351
$21K ﹤0.01%
2,198
2352
$21K ﹤0.01%
346
2353
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1,250
2354
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512
2355
$21K ﹤0.01%
1,201
2356
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1,190
2357
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1,790
2358
$21K ﹤0.01%
467
2359
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310
2360
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1,782
2361
$21K ﹤0.01%
135
2362
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2,026
2363
$21K ﹤0.01%
675
2364
$21K ﹤0.01%
1,182
2365
$21K ﹤0.01%
530
2366
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1,000
2367
$21K ﹤0.01%
728
2368
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976
2369
$21K ﹤0.01%
831
2370
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900
2371
$21K ﹤0.01%
890
2372
$21K ﹤0.01%
602
2373
$21K ﹤0.01%
1,378
2374
$21K ﹤0.01%
943
2375
$20K ﹤0.01%
246