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
$30.8K﹤0.01% 521
+84
+19%
+$4.97K
$30.8K﹤0.01% 757
-53
-7%
-$2.16K
$30.6K﹤0.01% 3,401
-584
-15%
-$5.26K
$30.5K﹤0.01% 1,620
+1,395
+620%
+$26.3K
$30.5K﹤0.01% 702––
$30.5K﹤0.01% 719
+5
+0.7%
+$212
$30.5K﹤0.01% 492
+170
+53%
+$10.5K
$30.5K﹤0.01% 6,392––
$30.5K﹤0.01% 624
+51
+9%
+$2.49K
$30.4K﹤0.01% 967––
$30.4K﹤0.01% 562
-30
-5%
-$1.62K
$30.3K﹤0.01% 1,000––
$30.2K﹤0.01% 1,756
-1,585
-47%
-$27.3K
$30.1K﹤0.01% 1,000––
$30K﹤0.01%
+592
 New
+$30K
$29.9K﹤0.01% 81
+44
+119%
+$16.2K
$29.8K﹤0.01% 5,000––
$29.8K﹤0.01% 3,000––
$29.7K﹤0.01% 370
-1
-0.3%
-$80
$29.7K﹤0.01% 226
+35
+18%
+$4.6K
$29.7K﹤0.01%
+1,242
 New
+$29.7K
$29.6K﹤0.01% 676
+100
+17%
+$4.38K
$29.6K﹤0.01% 771
+318
+70%
+$12.2K
$29.6K﹤0.01% 4,589
+2,300
+100%
+$14.8K
$29.6K﹤0.01% 2,022
+477
+31%
+$6.98K
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