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
$145K﹤0.01% 549
-44
-7%
-$11.6K
$145K﹤0.01% 3,122
-529
-14%
-$24.6K
$145K﹤0.01% 5,116
-884
-15%
-$25K
$145K﹤0.01% 7,959
+3,000
+61%
+$54.5K
$144K﹤0.01% 2,374
-158
-6%
-$9.57K
$144K﹤0.01% 5,056
-1,281
-20%
-$36.4K
$144K﹤0.01% 1,249
-11,569
-90%
-$1.33M
$143K﹤0.01% 2,863––
$143K﹤0.01% 1,871
-23
-1%
-$1.76K
$143K﹤0.01% 1,224
+41
+3%
+$4.78K
$143K﹤0.01%
+3,315
 New
+$143K
$142K﹤0.01% 4,490––
$141K﹤0.01% 642
+623
+3,279%
+$137K
$141K﹤0.01% 1,765
-27
-2%
-$2.16K
$141K﹤0.01% 437
+267
+157%
+$86.1K
$141K﹤0.01% 2,930
+168
+6%
+$8.07K
$141K﹤0.01% 335
-47
-12%
-$19.7K
$140K﹤0.01% 3,236––
$140K﹤0.01% 1,206
+191
+19%
+$22.1K
$139K﹤0.01% 6,506
+624
+11%
+$13.3K
$139K﹤0.01% 5,673
-7,995
-58%
-$195K
$138K﹤0.01% 931
+21
+2%
+$3.12K
$138K﹤0.01% 3,236
-1,258
-28%
-$53.7K
$138K﹤0.01% 5,250
+1,767
+51%
+$46.4K
$137K﹤0.01% 928
+30
+3%
+$4.44K
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