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
$2.53M0.08% 33,711
+6,468
+24%
+$486K
$2.53M0.08% 48,321
+422
+0.9%
+$22.1K
$2.52M0.08% 44,708
+985
+2%
+$55.6K
$2.52M0.08% 60,289
-5,308
-8%
-$222K
$2.51M0.08% 8,190
-395
-5%
-$121K
$2.49M0.08% 97,335
+6,453
+7%
+$165K
$2.48M0.08% 42,515
-3,234
-7%
-$188K
$2.47M0.08% 16,079
-4,806
-23%
-$739K
$2.46M0.08% 28,759
+23,975
+501%
+$2.05M
$2.44M0.08% 26,053
+10,329
+66%
+$967K
$2.42M0.07% 67,874
+3,086
+5%
+$110K
$2.42M0.07% 22,080
+10,934
+98%
+$1.2M
$2.4M0.07% 52,235
+6,766
+15%
+$311K
$2.4M0.07% 10,349
+807
+8%
+$187K
$2.39M0.07% 4,047
+127
+3%
+$75K
$2.38M0.07% 62,326
-15,392
-20%
-$589K
$2.38M0.07% 39,624
+6,897
+21%
+$414K
$2.38M0.07% 3,868
-93
-2%
-$57.1K
$2.36M0.07% 110,130
+2,112
+2%
+$45.3K
$2.36M0.07% 19,128
+11,910
+165%
+$1.47M
$2.36M0.07% 13,442
-2,081
-13%
-$366K
$2.36M0.07% 17,046
+9,162
+116%
+$1.27M
$2.34M0.07% 34,009
+7,632
+29%
+$526K
$2.33M0.07% 31,612
+1,517
+5%
+$112K
$2.32M0.07% 17,488
-1,134
-6%
-$150K
1 1112131415192