IA

IFP Advisors Portfolio holdings

AUM $3.52B
This Quarter Return
+9.31%
1 Year Return
+15.89%
3 Year Return
+47.5%
5 Year Return
+56.84%
10 Year Return
AUM
$3.52B
AUM Growth
+$274M
Cap. Flow
-$42.5M
Cap. Flow %
-1.21%
Top 10 Hldgs %
14.46%
Holding
5,107
New
688
Increased
1,781
Reduced
1,197
Closed
507
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$6.84K﹤0.01% 28
-75
-73%
-$18.3K
$6.83K﹤0.01% 1,615
+1,202
+291%
+$5.08K
$6.82K﹤0.01% 289
-187
-39%
-$4.42K
$6.81K﹤0.01% 137
+13
+10%
+$646
0
$6.8K﹤0.01% 1,262
-2
Closed
-$27
$6.79K﹤0.01% 408
+303
+289%
+$5.04K
$6.78K﹤0.01% 28
+7
+33%
+$1.69K
$6.76K﹤0.01%
+100
New
+$6.76K
0
$6.73K﹤0.01% 57
-527
-90%
-$62.3K
$6.73K﹤0.01% 152
+143
+1,589%
+$6.33K
$6.71K﹤0.01% 35
+26
+289%
+$4.98K
-4
Closed
-$97
$6.7K﹤0.01% 287
$6.69K﹤0.01%
+65
New
+$6.69K
0
$6.67K﹤0.01% 197
$6.66K﹤0.01% 316
0
$6.66K﹤0.01% 79
+31
+65%
+$2.61K
0
$6.63K﹤0.01%
+48
New
+$6.63K
0