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
$6.74M0.21% 106,213
+9,594
+10%
+$608K
$6.72M0.21% 85,820
+770
+0.9%
+$60.3K
$6.72M0.21% 219,104
-15,658
-7%
-$480K
$6.63M0.2% 132,651
+88,253
+199%
+$4.41M
$6.56M0.2% 70,144
-5,949
-8%
-$556K
$6.42M0.2% 139,345
+12,389
+10%
+$571K
$6.33M0.2% 198,193
-3,369
-2%
-$108K
$6.22M0.19% 124,964
+86,556
+225%
+$4.31M
$6.14M0.19% 57,535
+3,174
+6%
+$338K
$6.05M0.19% 38,128
+6,173
+19%
+$980K
$6.02M0.19% 42,841
+9,150
+27%
+$1.29M
$6M0.19% 87,236
-3,673
-4%
-$253K
$5.94M0.18% 97,898
+4,298
+5%
+$261K
$5.94M0.18% 28,137
-1,449
-5%
-$306K
$5.88M0.18% 232,683
+33,385
+17%
+$843K
$5.83M0.18% 43,431
+4,994
+13%
+$671K
$5.77M0.18% 190,495
-33,295
-15%
-$1.01M
$5.67M0.17% 135,883
+12,600
+10%
+$526K
$5.64M0.17% 40,328
+2,661
+7%
+$372K
$5.63M0.17% 60,718
-424
-0.7%
-$39.3K
$5.61M0.17% 88,142
+6,210
+8%
+$395K
$5.6M0.17% 180,709
+180,348
+49,958%
+$5.59M
$5.59M0.17% 55,582
+7,326
+15%
+$737K
$5.53M0.17% 33,331
+1,079
+3%
+$179K
$5.51M0.17% 244,161
-1,638
-0.7%
-$37K
1 34567192