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
$96.5K﹤0.01% 989
-112
-10%
-$10.9K
$95.7K﹤0.01% 3,237
+1,787
+123%
+$52.9K
$95.6K﹤0.01% 11,711
-239
-2%
-$1.95K
$95.5K﹤0.01% 2,144
-416
-16%
-$18.5K
$95.3K﹤0.01% 1,510
+56
+4%
+$3.53K
$95.2K﹤0.01% 5,179––
$95.1K﹤0.01% 6,497
-100
-2%
-$1.46K
$95K﹤0.01% 3,892
+817
+27%
+$19.9K
$94.8K﹤0.01% 4,738
-5,299
-53%
-$106K
$94.7K﹤0.01% 865
+158
+22%
+$17.3K
$94.5K﹤0.01% 9,000
-6
-0.1%
-$63
$94.1K﹤0.01% 16,310
+11,096
+213%
+$64K
$94.1K﹤0.01% 778
-937
-55%
-$113K
$94K﹤0.01%
+2,682
 New
+$94K
$93.5K﹤0.01% 893
-900
-50%
-$94.2K
$93.5K﹤0.01% 3,699
-2
-0.1%
-$51
$93.2K﹤0.01% 2,426
+2,423
+80,767%
+$93.1K
$93K﹤0.01% 1,594
-26
-2%
-$1.52K
$92.9K﹤0.01% 509
+285
+127%
+$52K
$92.4K﹤0.01% 10,343
+532
+5%
+$4.75K
$92.4K﹤0.01%
+2,224
 New
+$92.4K
$92.3K﹤0.01% 3,454
+304
+10%
+$8.12K
$92.1K﹤0.01% 2,348
-550
-19%
-$21.6K
$91.8K﹤0.01% 6,168
-223
-3%
-$3.32K
$91.6K﹤0.01% 11,001
-505
-4%
-$4.21K
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