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
$41.7K﹤0.01% 758––
$41.7K﹤0.01% 1,818
+205
+13%
+$4.7K
$41.5K﹤0.01% 604
-36
-6%
-$2.48K
$41.4K﹤0.01% 371––
$41.4K﹤0.01% 513
-56
-10%
-$4.52K
$41.2K﹤0.01% 1,540––
$41.2K﹤0.01% 975
-2
-0.2%
-$85
$41.1K﹤0.01% 3,496
-935
-21%
-$11K
$41K﹤0.01% 750
+2
+0.3%
+$109
$41K﹤0.01% 1,056
-194
-16%
-$7.53K
$40.9K﹤0.01% 230
+6
+3%
+$1.07K
$40.5K﹤0.01% 2,973
+104
+4%
+$1.42K
$40.5K﹤0.01% 2,537
+1,738
+218%
+$27.7K
$40.1K﹤0.01% 142
+24
+20%
+$6.78K
$40.1K﹤0.01% 1,252
-2,480
-66%
-$79.4K
$40K﹤0.01%
+1,103
 New
+$40K
$39.9K﹤0.01% 424
-10
-2%
-$941
$39.8K﹤0.01% 380––
$39.8K﹤0.01% 310
+12
+4%
+$1.54K
$39.7K﹤0.01% 646––
$39.7K﹤0.01% 355
+30
+9%
+$3.35K
$39.6K﹤0.01% 689
+119
+21%
+$6.85K
$39.6K﹤0.01% 1,534
-132
-8%
-$3.41K
$39.6K﹤0.01%
+1,600
 New
+$39.6K
$39.6K﹤0.01% 750
+500
+200%
+$26.4K
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