IA

IFP Advisors Portfolio holdings

AUM $3.24B
This Quarter Return
-1.24%
1 Year Return
+8.38%
3 Year Return
+17.08%
5 Year Return
+70.03%
10 Year Return
–
AUM
$3.24B
AUM Growth
+$189M
Cap. Flow
+$252M
Cap. Flow %
7.76%
Top 10 Hldgs %
14.64%
Holding
4,794
New
240
Increased
1,448
Reduced
1,101
Closed
454

Top Buys

1
$25M
2
$19.1M
3
$16M
4
$14.2M
5
$14M

Top Sells

1
$30.6M
2
$11.1M
3
$10.5M
4
$9.93M
5
$9.46M

Sector Composition

1Technology10.66%
2Financials4.61%
3Healthcare3.7%
4Consumer Discretionary3.47%
5Industrials3.27%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.8M0.09% 5,658
+3,484
+160%
+$1.73M
$2.78M0.09% 77,924
+11,080
+17%
+$395K
$2.77M0.09% 127,405
+3,688
+3%
+$80.3K
$2.77M0.09% 77,468
-5,300
-6%
-$190K
$2.77M0.09% 33,858
+14,727
+77%
+$1.2M
$2.75M0.08% 123,052
-3,366
-3%
-$75.3K
$2.74M0.08% 20,860
-3,908
-16%
-$514K
$2.74M0.08% 35,782
+4,528
+14%
+$347K
$2.73M0.08% 56,586
-919
-2%
-$44.4K
$2.71M0.08% 73,259
+1,233
+2%
+$45.6K
$2.7M0.08% 124,394
+30,374
+32%
+$660K
$2.69M0.08% 5,285
-85
-2%
-$43.2K
$2.68M0.08% 54,331
-671
-1%
-$33.1K
$2.67M0.08% 7,641
-72
-0.9%
-$25.1K
$2.67M0.08% 44,322
-2,942
-6%
-$177K
$2.65M0.08% 44,893
-2,244
-5%
-$132K
$2.64M0.08% 89,026
-4,171
-4%
-$124K
$2.62M0.08% 29,164
+1,983
+7%
+$178K
$2.58M0.08% 51,943
+3,847
+8%
+$191K
$2.58M0.08% 225,672
+53,492
+31%
+$611K
$2.57M0.08% 74,943
+10,734
+17%
+$368K
$2.57M0.08% 13,669
+15
+0.1%
+$2.82K
$2.56M0.08% 47,191
+2,062
+5%
+$112K
$2.54M0.08% 129,286
+9,911
+8%
+$195K
$2.54M0.08% 19,849
+3,831
+24%
+$490K
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