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
$100K﹤0.01% 4,000––
$100K﹤0.01%
+1,570
 New
+$100K
$100K﹤0.01% 1,008––
$99.7K﹤0.01% 3,221
+69
+2%
+$2.14K
$99.5K﹤0.01% 2,462––
$99.5K﹤0.01% 1,867
+171
+10%
+$9.11K
$99.4K﹤0.01% 5,831
+95
+2%
+$1.62K
$98.7K﹤0.01% 1,211
-23
-2%
-$1.87K
$98.4K﹤0.01% 3,406
-1,258
-27%
-$36.4K
$98.4K﹤0.01% 2,481
+1,516
+157%
+$60.1K
$98.2K﹤0.01% 735
-390
-35%
-$52.1K
$98K﹤0.01% 502
+23
+5%
+$4.49K
$97.9K﹤0.01% 898––
$97.8K﹤0.01% 1,073––
$97.8K﹤0.01% 4,258
-1,115
-21%
-$25.6K
$97.6K﹤0.01% 1,948
+316
+19%
+$15.8K
$97.2K﹤0.01% 862
-1,384
-62%
-$156K
$97.1K﹤0.01% 3,784
+776
+26%
+$19.9K
$96.9K﹤0.01% 4,306
-52
-1%
-$1.17K
$96.9K﹤0.01% 903
-425
-32%
-$45.6K
$96.7K﹤0.01% 73
+29
+66%
+$38.4K
$96.7K﹤0.01% 3,250
-2,000
-38%
-$59.5K
$96.6K﹤0.01% 2,371
-502
-17%
-$20.5K
$96.6K﹤0.01% 446
+73
+20%
+$15.8K
$96.6K﹤0.01% 3,170
-750
-19%
-$22.8K
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