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
2376
$20K ﹤0.01%
2,154
2377
$20K ﹤0.01%
1,088
2378
$20K ﹤0.01%
800
2379
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1,575
2380
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343
2381
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381
2382
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230
2383
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305
2384
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1,456
2385
$20K ﹤0.01%
3,920
2386
$20K ﹤0.01%
1,105
2387
$20K ﹤0.01%
2,438
2388
$20K ﹤0.01%
862
2389
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851
2390
$20K ﹤0.01%
305
2391
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564
2392
$20K ﹤0.01%
1,295
2393
$20K ﹤0.01%
597
2394
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846
2395
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315
2396
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461
2397
$20K ﹤0.01%
279
2398
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142
2399
$20K ﹤0.01%
2,910
+1,500
2400
$20K ﹤0.01%
300