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
$1.54M0.05% 23,997
-220
-0.9%
-$14.1K
$1.54M0.05% 41,660
-562
-1%
-$20.7K
$1.53M0.05% 24,742
+21,250
+609%
+$1.32M
$1.53M0.05% 24,281
+5,694
+31%
+$359K
$1.52M0.05% 62,578
+3,510
+6%
+$85.1K
$1.51M0.05% 14,318
-720
-5%
-$75.9K
$1.51M0.05% 11,124
-1,353
-11%
-$184K
$1.51M0.05% 8,814
+7,900
+864%
+$1.35M
$1.5M0.05% 33,250
-3,005
-8%
-$135K
$1.49M0.05% 3,207
+24
+0.8%
+$11.2K
$1.49M0.05% 64,752
-2,326
-3%
-$53.6K
$1.49M0.05% 9,324
+4,271
+85%
+$683K
$1.49M0.05% 9,242
-680
-7%
-$110K
$1.49M0.05% 1,506
+1,126
+296%
+$1.11M
$1.49M0.05% 10,881
-1,306
-11%
-$179K
$1.49M0.05% 18,095
+754
+4%
+$62.1K
$1.49M0.05% 66,693
-3,272
-5%
-$73K
$1.48M0.05% 25,804
-935
-4%
-$53.7K
$1.48M0.05% 62,728
+9,806
+19%
+$232K
$1.47M0.05% 43,220
+1,678
+4%
+$57.3K
$1.47M0.05% 13,121
-209
-2%
-$23.4K
$1.47M0.05% 8,594
-4,398
-34%
-$752K
$1.46M0.05% 13,408
+430
+3%
+$46.9K
$1.46M0.04% 28,216
+13,340
+90%
+$691K
$1.45M0.04% 6,657
-1,266
-16%
-$276K
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