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
$91.6K﹤0.01% 404––
$91.3K﹤0.01% 870
+411
+90%
+$43.1K
$91.2K﹤0.01% 489––
$91K﹤0.01% 865
+45
+5%
+$4.74K
$90.9K﹤0.01% 1,211
+501
+71%
+$37.6K
$90.7K﹤0.01% 673––
$90.5K﹤0.01%
+4,449
 New
+$90.5K
$90.3K﹤0.01% 1,921
-322
-14%
-$15.1K
$89.8K﹤0.01% 1,517
+1,024
+208%
+$60.6K
$89.8K﹤0.01% 307
-417
-58%
-$122K
$89.7K﹤0.01% 2,719
+172
+7%
+$5.67K
$89.5K﹤0.01% 9,601
+2,647
+38%
+$24.7K
$89.2K﹤0.01% 2,443
+28
+1%
+$1.02K
$89.1K﹤0.01% 135,523
+2,000
+2%
+$1.32K
$89.1K﹤0.01% 1,600––
$89K﹤0.01% 1,158
-1,396
-55%
-$107K
$88.9K﹤0.01% 18,800
+5,100
+37%
+$24.1K
$88.8K﹤0.01% 3,500
-26
-0.7%
-$660
$88.8K﹤0.01% 1,686
-1,271
-43%
-$66.9K
$88.7K﹤0.01% 4,087––
$88.6K﹤0.01% 3,257
-610
-16%
-$16.6K
$88.4K﹤0.01% 630
+230
+58%
+$32.3K
$88.4K﹤0.01% 5,060
+706
+16%
+$12.3K
$88.1K﹤0.01% 733
-52
-7%
-$6.25K
$87.7K﹤0.01% 1,764
+67
+4%
+$3.33K
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