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
-1
Closed
-$63
0
$3.26K﹤0.01%
+361
New
+$3.26K
-10
Closed
-$152
-5
Closed
-$175
$3.24K﹤0.01% 324
$3.24K﹤0.01%
+74
New
+$3.24K
-18
Closed
-$112
-679
Closed
-$16.9K
$3.22K﹤0.01%
+87
New
+$3.22K
$3.22K﹤0.01% 200
$3.22K﹤0.01%
+130
New
+$3.22K
$3.21K﹤0.01%
+230
New
+$3.21K
$3.21K﹤0.01% 120
+110
+1,100%
+$2.94K
$3.2K﹤0.01% 5,000
$3.2K﹤0.01% 29
+26
+867%
+$2.87K
0
$3.17K﹤0.01% 350
$3.16K﹤0.01% 1,709
0
$3.13K﹤0.01% 297
$3.13K﹤0.01% 200
+195
+3,900%
+$3.06K
$3.13K﹤0.01%
+125
New
+$3.13K
$3.13K﹤0.01% 298
+180
+153%
+$1.89K
$3.12K﹤0.01%
+424
New
+$3.12K