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
2426
$19K ﹤0.01%
531
2427
$19K ﹤0.01%
2,845
2428
$18K ﹤0.01%
387
2429
$18K ﹤0.01%
408
2430
$18K ﹤0.01%
312
2431
$18K ﹤0.01%
86
2432
$18K ﹤0.01%
1,000
2433
$18K ﹤0.01%
750
2434
$18K ﹤0.01%
750
2435
$18K ﹤0.01%
2,000
2436
$18K ﹤0.01%
812
2437
$18K ﹤0.01%
712
2438
$18K ﹤0.01%
900
2439
$18K ﹤0.01%
570
2440
$18K ﹤0.01%
933
2441
$18K ﹤0.01%
800
2442
$18K ﹤0.01%
301
2443
$18K ﹤0.01%
564
2444
$18K ﹤0.01%
531
2445
$18K ﹤0.01%
630
2446
$18K ﹤0.01%
913
2447
$18K ﹤0.01%
1,051
2448
$18K ﹤0.01%
297
2449
$18K ﹤0.01%
107
2450
$18K ﹤0.01%
185