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
$154K﹤0.01% 1,531
+16
+1%
+$1.61K
$153K﹤0.01% 4,606
+4,600
+76,667%
+$153K
$153K﹤0.01% 10,122
-148
-1%
-$2.24K
$153K﹤0.01% 2,560
+2,490
+3,557%
+$149K
$152K﹤0.01% 3,338––
$151K﹤0.01% 13,423
-5,303
-28%
-$59.5K
$150K﹤0.01% 6,997
+2,955
+73%
+$63.5K
$150K﹤0.01% 4,882
+134
+3%
+$4.13K
$150K﹤0.01% 5,378
-938
-15%
-$26.2K
$150K﹤0.01% 980
-45
-4%
-$6.89K
$150K﹤0.01% 2,429
-3,665
-60%
-$226K
$149K﹤0.01% 2,632
+1,807
+219%
+$103K
$149K﹤0.01% 4,708
+4,315
+1,098%
+$137K
$149K﹤0.01% 787
-19
-2%
-$3.59K
$149K﹤0.01% 3,520
+586
+20%
+$24.8K
$149K﹤0.01% 8,213
+8,210
+273,667%
+$149K
$147K﹤0.01% 1,155
-221
-16%
-$28.2K
$146K﹤0.01% 4,744––
$146K﹤0.01% 849
+75
+10%
+$12.9K
$146K﹤0.01% 4,826
+545
+13%
+$16.5K
$146K﹤0.01% 5,364
+63
+1%
+$1.72K
$146K﹤0.01% 5,971
+1,841
+45%
+$45K
$146K﹤0.01% 6,862
+3,620
+112%
+$76.9K
$146K﹤0.01% 789
+468
+146%
+$86.4K
$145K﹤0.01% 4,959
+34
+0.7%
+$997
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