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
$8.68M0.27% 71,675
-1,845
-3%
-$223K
$8.68M0.27% 98,826
+11,296
+13%
+$992K
$8.63M0.27% 15,741
-48
-0.3%
-$26.3K
$8.59M0.26% 20,461
+5,165
+34%
+$2.17M
$8.56M0.26% 164,714
-3,581
-2%
-$186K
$8.52M0.26% 367,891
+36,137
+11%
+$837K
$8.33M0.26% 169,346
+16,875
+11%
+$830K
$8.31M0.26% 293,815
-9,063
-3%
-$256K
$8.3M0.26% 99,647
+823
+0.8%
+$68.5K
$8.2M0.25% 149,832
-27,700
-16%
-$1.52M
$8.13M0.25% 69,194
+4,157
+6%
+$488K
$7.95M0.24% 77,355
+12,183
+19%
+$1.25M
$7.94M0.24% 68,114
+275
+0.4%
+$32.1K
$7.74M0.24% 40,637
+11,373
+39%
+$2.17M
$7.53M0.23% 151,803
-2,030
-1%
-$101K
$7.42M0.23% 188,062
+9,515
+5%
+$375K
$7.38M0.23% 29,678
+6,424
+28%
+$1.6M
$7.35M0.23% 76,325
+16,493
+28%
+$1.59M
$7.29M0.22% 73,734
+36,692
+99%
+$3.63M
$7.27M0.22% 32,785
+4,701
+17%
+$1.04M
$7.13M0.22% 74,501
-33
-0%
-$3.16K
$6.95M0.21% 287,224
+34,229
+14%
+$828K
$6.88M0.21% 111,510
+2,839
+3%
+$175K
$6.84M0.21% 51,229
+4,206
+9%
+$561K
$6.74M0.21% 21,563
-7,360
-25%
-$2.3M
1 23456192