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
$77.3K﹤0.01% 158
+6
+4%
+$2.94K
$77.1K﹤0.01% 2,129
-152
-7%
-$5.51K
$77.1K﹤0.01% 985
-28
-3%
-$2.19K
$76.8K﹤0.01% 4,262
+203
+5%
+$3.66K
$76.7K﹤0.01% 5,350
-444
-8%
-$6.37K
$76.5K﹤0.01% 541
+51
+10%
+$7.21K
$76.5K﹤0.01% 586
+134
+30%
+$17.5K
$76.4K﹤0.01% 2,970
+960
+48%
+$24.7K
$76.4K﹤0.01% 14,200
+2,800
+25%
+$15.1K
$76.1K﹤0.01% 1,116
+355
+47%
+$24.2K
$76.1K﹤0.01% 3,299
+2,641
+401%
+$60.9K
$75.9K﹤0.01% 2,900––
$75.8K﹤0.01% 6,535––
$75.6K﹤0.01% 681
+365
+116%
+$40.5K
$75.4K﹤0.01% 367
+84
+30%
+$17.3K
$75.1K﹤0.01% 1,302
-1,458
-53%
-$84.1K
$74.8K﹤0.01% 229
+73
+47%
+$23.8K
$74.5K﹤0.01% 1,988
-400
-17%
-$15K
$74.3K﹤0.01% 1,387
+649
+88%
+$34.8K
$73.8K﹤0.01% 1,304
+9
+0.7%
+$509
$73.6K﹤0.01% 10,983
-544
-5%
-$3.65K
$73.5K﹤0.01% 199
-261
-57%
-$96.4K
$73.5K﹤0.01% 5,600
+2,200
+65%
+$28.9K
$73.1K﹤0.01% 1,808
+98
+6%
+$3.97K
$73K﹤0.01% 2,451––
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