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
$83.5K﹤0.01% 3,290––
$83.4K﹤0.01% 2,657
+200
+8%
+$6.28K
$83.3K﹤0.01% 5,552
+1,049
+23%
+$15.7K
$83.3K﹤0.01%
+3,278
 New
+$83.3K
$83.2K﹤0.01% 924
-370
-29%
-$33.3K
$83.2K﹤0.01% 2,848
-200
-7%
-$5.84K
$83.2K﹤0.01% 342
-65
-16%
-$15.8K
$83K﹤0.01% 2,798
-136
-5%
-$4.04K
$82.9K﹤0.01% 370
-3
-0.8%
-$672
$82.8K﹤0.01% 2,161––
$82.8K﹤0.01% 3,400––
$82.5K﹤0.01% 2,404
+300
+14%
+$10.3K
$82.1K﹤0.01% 1,687
+1
+0.1%
+$49
$81.7K﹤0.01% 7,610
-7,610
-50%
-$81.7K
$81.6K﹤0.01% 2,017
-1,783
-47%
-$72.1K
$81.6K﹤0.01% 1,654
+14
+0.9%
+$690
$81.6K﹤0.01% 3,760––
$81.4K﹤0.01% 496
-15
-3%
-$2.46K
$81.3K﹤0.01% 349
-3
-0.9%
-$699
$81.1K﹤0.01% 711––
$81K﹤0.01% 3,135
+1,600
+104%
+$41.4K
$80.9K﹤0.01% 3,029
+1,017
+51%
+$27.2K
$80.8K﹤0.01% 2,959
+20
+0.7%
+$546
$80.7K﹤0.01% 7,000
-100,017
-93%
-$1.15M
$80.7K﹤0.01% 4,081
-741
-15%
-$14.7K
1 6465666768192