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
$69.4K﹤0.01%
+2,722
 New
+$69.4K
$69.4K﹤0.01% 1,051
-206
-16%
-$13.6K
$69.3K﹤0.01% 619––
$69.3K﹤0.01% 1,743
-640
-27%
-$25.4K
$69.2K﹤0.01% 5,660––
$69.1K﹤0.01% 3,340
+1,302
+64%
+$27K
$69.1K﹤0.01% 1,912
+240
+14%
+$8.68K
$69.1K﹤0.01% 3,450
-150
-4%
-$3.01K
$69.1K﹤0.01% 2,100
+156
+8%
+$5.13K
$69K﹤0.01% 1,369
+405
+42%
+$20.4K
$68.9K﹤0.01% 5,062
-358
-7%
-$4.88K
$68.9K﹤0.01%
+1,330
 New
+$68.9K
$68.8K﹤0.01% 2,733
+31
+1%
+$780
$68.6K﹤0.01%
+1,018
 New
+$68.6K
$68.5K﹤0.01% 733
+256
+54%
+$23.9K
$68.3K﹤0.01% 1,278
+12
+1%
+$642
$68.3K﹤0.01% 4,171
-52
-1%
-$852
$68.2K﹤0.01% 1,155
-91
-7%
-$5.37K
$68.1K﹤0.01% 1,206
+441
+58%
+$24.9K
$68K﹤0.01% 950
-82
-8%
-$5.87K
$68K﹤0.01% 562––
$67.3K﹤0.01% 1,280
-546
-30%
-$28.7K
$67.1K﹤0.01% 4,857
+2,784
+134%
+$38.5K
$67.1K﹤0.01% 965
+943
+4,286%
+$65.6K
$67.1K﹤0.01% 2,367
+563
+31%
+$16K
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