IA

IFP Advisors Portfolio holdings

AUM $3.52B
This Quarter Return
-1.24%
1 Year Return
+15.89%
3 Year Return
+47.5%
5 Year Return
+56.84%
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
$161K0.01% 3,597
-78
-2%
-$3.49K
$161K0.01%
+3,667
 New
+$161K
$160K﹤0.01% 4,357––
$160K﹤0.01% 7,127
+3,804
+114%
+$85.4K
$160K﹤0.01% 1,420
-1
-0.1%
-$112
$159K﹤0.01% 1,260
+1,254
+20,900%
+$159K
$159K﹤0.01% 2,487––
$159K﹤0.01% 1,249
-633
-34%
-$80.7K
$158K﹤0.01% 797
-210
-21%
-$41.7K
$158K﹤0.01% 336
-2
-0.6%
-$940
$158K﹤0.01% 1,936
+1,394
+257%
+$114K
$157K﹤0.01% 2,025
-128
-6%
-$9.93K
$157K﹤0.01% 5,600––
$157K﹤0.01% 4,182
-145
-3%
-$5.45K
$157K﹤0.01% 5,115
+420
+9%
+$12.9K
$156K﹤0.01% 1,313
+739
+129%
+$88.1K
$156K﹤0.01% 1,196
-7
-0.6%
-$915
$156K﹤0.01% 39,379
+18,824
+92%
+$74.6K
$156K﹤0.01% 4,794
+2,514
+110%
+$81.8K
$156K﹤0.01% 3,783
+89
+2%
+$3.67K
$155K﹤0.01% 2,961––
$155K﹤0.01% 3,289
+142
+5%
+$6.7K
$155K﹤0.01% 2,917
-46
-2%
-$2.45K
$155K﹤0.01% 1,601
+344
+27%
+$33.2K
$154K﹤0.01% 7,576
+855
+13%
+$17.4K
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