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
$63K﹤0.01% 187
+1
+0.5%
+$337
$63K﹤0.01% 247
+110
+80%
+$28K
$62.9K﹤0.01% 751
+22
+3%
+$1.84K
$62.9K﹤0.01% 8,845
+6,845
+342%
+$48.7K
$62.7K﹤0.01% 696
-33
-5%
-$2.97K
$62.6K﹤0.01% 232
-9
-4%
-$2.43K
$62.4K﹤0.01% 1,653
+1,306
+376%
+$49.3K
$62.3K﹤0.01% 2,542––
$62.2K﹤0.01% 1,066
-18
-2%
-$1.05K
$62.2K﹤0.01%
+1,570
 New
+$62.2K
$62.2K﹤0.01% 313
+29
+10%
+$5.76K
$62.2K﹤0.01% 912
+126
+16%
+$8.59K
$62.1K﹤0.01% 6,479
+1,261
+24%
+$12.1K
$62.1K﹤0.01% 1,271––
$61.8K﹤0.01% 192
-5
-3%
-$1.61K
$61.7K﹤0.01% 668
+197
+42%
+$18.2K
$61.6K﹤0.01% 767––
$61.5K﹤0.01% 846––
$61.5K﹤0.01%
+2,650
 New
+$61.5K
$61.3K﹤0.01% 2,945
+2,020
+218%
+$42K
$61.2K﹤0.01% 2,547
+2,544
+84,800%
+$61.2K
$61.1K﹤0.01% 3,755
+2,100
+127%
+$34.1K
$61K﹤0.01% 1,300
-5
-0.4%
-$235
$61K﹤0.01% 1,223
-115
-9%
-$5.74K
$60.9K﹤0.01% 1,792
-15
-0.8%
-$510
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