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
$109K﹤0.01% 1,286
-1,004
-44%
-$85.3K
$109K﹤0.01% 2,939
+2,601
+770%
+$96.5K
$109K﹤0.01% 1,174
-1,000
-46%
-$92.7K
$109K﹤0.01% 1,303
+750
+136%
+$62.6K
$109K﹤0.01% 2,385
+122
+5%
+$5.56K
$109K﹤0.01% 5,113
-1,167
-19%
-$24.8K
$109K﹤0.01% 2,250––
$108K﹤0.01% 541
+17
+3%
+$3.41K
$108K﹤0.01% 4,048––
$108K﹤0.01% 2,505
-7,569
-75%
-$327K
$108K﹤0.01% 4,197
+825
+24%
+$21.2K
$108K﹤0.01% 1,244
-13
-1%
-$1.13K
$107K﹤0.01% 3,438
+9
+0.3%
+$281
$107K﹤0.01% 1,040
+126
+14%
+$13K
$107K﹤0.01% 4,986
+1,340
+37%
+$28.8K
$107K﹤0.01%
+3,000
 New
+$107K
$107K﹤0.01% 5,068
+208
+4%
+$4.38K
$107K﹤0.01% 3,015
+5
+0.2%
+$177
$106K﹤0.01% 3,264
+1,498
+85%
+$48.9K
$106K﹤0.01% 603
-508
-46%
-$89.6K
$106K﹤0.01% 4,640
+1,274
+38%
+$29.2K
$106K﹤0.01% 1,709
-2,328
-58%
-$145K
$106K﹤0.01%
+2,272
 New
+$106K
$106K﹤0.01% 2,308
+1,193
+107%
+$54.7K
$106K﹤0.01% 2,973
+86
+3%
+$3.05K
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