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
$105K﹤0.01% 2,110
+38
+2%
+$1.9K
$105K﹤0.01% 353
+47
+15%
+$14K
$105K﹤0.01% 3,479
+142
+4%
+$4.27K
$104K﹤0.01% 923
+266
+40%
+$30.1K
$104K﹤0.01% 8,843
-1,133
-11%
-$13.3K
$104K﹤0.01% 3,546––
$104K﹤0.01%
+4,000
 New
+$104K
$103K﹤0.01% 1,026
-112
-10%
-$11.3K
$103K﹤0.01% 6,245
-1,062
-15%
-$17.5K
$103K﹤0.01% 406
+59
+17%
+$15K
$103K﹤0.01% 1,824
+30
+2%
+$1.7K
$103K﹤0.01% 650
+410
+171%
+$64.7K
$102K﹤0.01% 538
+529
+5,878%
+$101K
$102K﹤0.01% 1,844
-100
-5%
-$5.55K
$102K﹤0.01%
+3,247
 New
+$102K
$102K﹤0.01% 562
+516
+1,122%
+$93.5K
$102K﹤0.01% 6,240––
$102K﹤0.01% 1,044
+92
+10%
+$8.95K
$101K﹤0.01% 1,661
+1,611
+3,222%
+$98.2K
$101K﹤0.01% 3,759––
$101K﹤0.01% 1,943
+50
+3%
+$2.6K
$101K﹤0.01% 9,615
-3,650
-28%
-$38.3K
$101K﹤0.01% 4,490––
$101K﹤0.01% 652
+282
+76%
+$43.5K
$100K﹤0.01% 2,832
+565
+25%
+$20K
1 5960616263192