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
$115K﹤0.01% 2,302
+28
+1%
+$1.4K
$115K﹤0.01% 1,557
-981
-39%
-$72.2K
$114K﹤0.01% 4,882
-63
-1%
-$1.48K
$114K﹤0.01% 15,925
+5,100
+47%
+$36.6K
$114K﹤0.01% 1,347
+27
+2%
+$2.28K
$114K﹤0.01% 3,118
+806
+35%
+$29.4K
$113K﹤0.01% 9,427
+4,691
+99%
+$56.4K
$113K﹤0.01% 6,708
+3,313
+98%
+$56K
$113K﹤0.01% 4,590
+1,045
+29%
+$25.8K
$113K﹤0.01% 2,665––
$112K﹤0.01% 4,109
+401
+11%
+$10.9K
$112K﹤0.01% 691––
$112K﹤0.01% 2,645
-519
-16%
-$21.9K
$112K﹤0.01% 1,314
-118
-8%
-$10K
$111K﹤0.01% 988
+42
+4%
+$4.73K
$111K﹤0.01% 2,004
-128
-6%
-$7.1K
$111K﹤0.01% 2,111
+769
+57%
+$40.4K
$111K﹤0.01% 3,308
+3,256
+6,262%
+$109K
$111K﹤0.01% 1,211––
$110K﹤0.01%
+3,427
 New
+$110K
$110K﹤0.01% 630
-94
-13%
-$16.4K
$110K﹤0.01% 3,539
-100
-3%
-$3.12K
$110K﹤0.01% 5,730
+2,146
+60%
+$41.2K
$110K﹤0.01% 990
+414
+72%
+$45.9K
$110K﹤0.01% 1,199
-127
-10%
-$11.6K
1 5758596061192