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
$137K﹤0.01% 2,944
+1,300
+79%
+$60.6K
$137K﹤0.01% 925
-9
-1%
-$1.34K
$137K﹤0.01% 4,670
-3,849
-45%
-$113K
$137K﹤0.01%
+8,000
 New
+$137K
$136K﹤0.01% 4,579
-26
-0.6%
-$775
$136K﹤0.01% 1,129
+390
+53%
+$47K
$136K﹤0.01% 1,380
-146
-10%
-$14.4K
$136K﹤0.01%
+5,742
 New
+$136K
$136K﹤0.01% 3,002
-789
-21%
-$35.7K
$135K﹤0.01% 910
+640
+237%
+$95.2K
$135K﹤0.01% 1,286
+48
+4%
+$5.03K
$134K﹤0.01% 2,769
+407
+17%
+$19.8K
$134K﹤0.01% 3,326
+35
+1%
+$1.41K
$134K﹤0.01% 3,341––
$134K﹤0.01% 2,103
+2,018
+2,374%
+$129K
$134K﹤0.01%
+2,580
 New
+$134K
$134K﹤0.01% 4,013
-3,054
-43%
-$102K
$134K﹤0.01% 4,346
-2,559
-37%
-$78.9K
$134K﹤0.01% 8,273––
$134K﹤0.01% 2,288
-314
-12%
-$18.4K
$134K﹤0.01% 636
-313
-33%
-$65.8K
$134K﹤0.01% 4,477
-300
-6%
-$8.96K
$133K﹤0.01% 638
+88
+16%
+$18.4K
$133K﹤0.01% 3,155
+1,750
+125%
+$74K
$133K﹤0.01% 34,877
+184
+0.5%
+$703
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