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
$80.3K﹤0.01% 2,008
+43
+2%
+$1.72K
$80.1K﹤0.01% 1,500
+600
+67%
+$32.1K
$79.9K﹤0.01% 899
+400
+80%
+$35.6K
$79.9K﹤0.01% 2,286
-48
-2%
-$1.68K
$79.7K﹤0.01%
+2,934
 New
+$79.7K
$79.7K﹤0.01% 5,000––
$79.5K﹤0.01% 1,324
+287
+28%
+$17.2K
$79.4K﹤0.01% 939
-105
-10%
-$8.88K
$79.3K﹤0.01% 602
+4
+0.7%
+$527
$78.8K﹤0.01% 9,390––
$78.7K﹤0.01% 1,909
-24
-1%
-$990
$78.7K﹤0.01% 1,885
-292
-13%
-$12.2K
$78.5K﹤0.01% 1,352
+24
+2%
+$1.39K
$78.4K﹤0.01%
+3,100
 New
+$78.4K
$78.3K﹤0.01% 786––
$78.2K﹤0.01% 1,862––
$78.2K﹤0.01%
+2,470
 New
+$78.2K
$78.1K﹤0.01% 1,716
-109
-6%
-$4.96K
$77.8K﹤0.01% 1,558
+8
+0.5%
+$399
$77.7K﹤0.01% 1,135
+18
+2%
+$1.23K
$77.7K﹤0.01% 521
+7
+1%
+$1.04K
$77.6K﹤0.01% 2,908
+11
+0.4%
+$293
$77.6K﹤0.01% 1,783
-19
-1%
-$827
$77.5K﹤0.01%
+5,713
 New
+$77.5K
$77.5K﹤0.01% 860
-6
-0.7%
-$541
1 6566676869192