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
$119K﹤0.01% 1,866
-4,985
-73%
-$318K
$119K﹤0.01% 3,288
+10
+0.3%
+$362
$119K﹤0.01% 1,206––
$118K﹤0.01% 297
-6
-2%
-$2.39K
$118K﹤0.01% 865
+70
+9%
+$9.58K
$118K﹤0.01% 18,913
-301,657
-94%
-$1.89M
$118K﹤0.01% 331
-315
-49%
-$112K
$118K﹤0.01% 3,400––
$118K﹤0.01% 1,817
-263
-13%
-$17K
$117K﹤0.01% 3,716
+5
+0.1%
+$157
$117K﹤0.01% 786
+57
+8%
+$8.47K
$117K﹤0.01% 407
+362
+804%
+$104K
$116K﹤0.01% 368
+8
+2%
+$2.53K
$116K﹤0.01% 453
+13
+3%
+$3.34K
$116K﹤0.01% 1,204
+1,173
+3,784%
+$113K
$116K﹤0.01% 2,493
+1,693
+212%
+$78.8K
$116K﹤0.01% 5,977––
$116K﹤0.01% 746
-35
-4%
-$5.44K
$116K﹤0.01% 3,483––
$116K﹤0.01% 1,690
-259
-13%
-$17.8K
$116K﹤0.01% 4,328
+1,006
+30%
+$26.9K
$116K﹤0.01% 4,045
+974
+32%
+$27.8K
$116K﹤0.01% 2,500
-1,000
-29%
-$46.2K
$115K﹤0.01% 4,513
-673
-13%
-$17.2K
$115K﹤0.01% 1,747
+247
+16%
+$16.3K
1 5657585960192