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
2401
$20K ﹤0.01%
310
2402
$19K ﹤0.01%
931
2403
$19K ﹤0.01%
2,034
2404
$19K ﹤0.01%
392
2405
$19K ﹤0.01%
652
2406
$19K ﹤0.01%
2,069
2407
$19K ﹤0.01%
1,076
2408
$19K ﹤0.01%
399
2409
$19K ﹤0.01%
1,051
2410
$19K ﹤0.01%
917
2411
$19K ﹤0.01%
975
2412
$19K ﹤0.01%
385
2413
$19K ﹤0.01%
696
2414
$19K ﹤0.01%
700
2415
$19K ﹤0.01%
248
2416
$19K ﹤0.01%
668
2417
$19K ﹤0.01%
1,398
2418
$19K ﹤0.01%
9,024
2419
$19K ﹤0.01%
733
2420
$19K ﹤0.01%
1,187
2421
$19K ﹤0.01%
1,186
2422
$19K ﹤0.01%
383
2423
$19K ﹤0.01%
1,550
2424
$19K ﹤0.01%
632
2425
$19K ﹤0.01%
1,050