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
$3.12K﹤0.01% 16
-12
Closed
-$171
$3.1K﹤0.01% 584
+420
+256%
+$2.23K
$3.1K﹤0.01% 493
+119
+32%
+$748
0
0
$3.08K﹤0.01%
+385
New
+$3.08K
0
-2
Closed
-$201
-7
Closed
-$171
0
$3.04K﹤0.01% 89
-20
-18%
-$683
0
0
$3.03K﹤0.01% 51
-32
-39%
-$1.9K
$3.03K﹤0.01%
+104
New
+$3.03K
0
0
$3.03K﹤0.01% 123
$3.02K﹤0.01%
+169
New
+$3.02K
$3.02K﹤0.01% 22
-153
-87%
-$21K
$3.02K﹤0.01% 297
+285
+2,375%
+$2.89K
$3.01K﹤0.01% 50
-16
Closed
-$101
$3K﹤0.01% 530
+479
+939%
+$2.71K