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
$51.8K﹤0.01% 3,648
+807
+28%
+$11.5K
$51.5K﹤0.01% 1,847
-955
-34%
-$26.6K
$51.2K﹤0.01% 3,313
-91
-3%
-$1.41K
$50.7K﹤0.01% 287
-31
-10%
-$5.47K
$50.6K﹤0.01% 972
+129
+15%
+$6.72K
$50.6K﹤0.01%
+1,455
 New
+$50.6K
$50.5K﹤0.01% 434
-11
-2%
-$1.28K
$50.4K﹤0.01%
+1,060
 New
+$50.4K
$50.4K﹤0.01% 1,092
+328
+43%
+$15.1K
$50.3K﹤0.01% 6,620
+4,620
+231%
+$35.1K
$50K﹤0.01% 1,855––
$49.9K﹤0.01% 3,212
+20
+0.6%
+$310
$49.8K﹤0.01% 832
+4
+0.5%
+$240
$49.7K﹤0.01% 1,003––
$49.7K﹤0.01% 3,576
-192
-5%
-$2.67K
$49.7K﹤0.01% 85
-28
-25%
-$16.4K
$49.7K﹤0.01% 2,722
+2,270
+502%
+$41.4K
$49.7K﹤0.01% 3,400––
$49.6K﹤0.01% 1,577
-136
-8%
-$4.28K
$49.5K﹤0.01% 796
-350
-31%
-$21.8K
$49.5K﹤0.01% 3,417––
$49.5K﹤0.01% 1,395––
$49.4K﹤0.01%
+2,284
 New
+$49.4K
$49.4K﹤0.01% 2,329––
$49.4K﹤0.01% 1,242
+1,092
+728%
+$43.4K
1 7475767778192