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
$28.1K﹤0.01% 294
-19
-6%
-$1.82K
$28.1K﹤0.01% 579
+11
+2%
+$533
$28K﹤0.01% 750––
$28K﹤0.01% 165
-2
-1%
-$339
$28K﹤0.01% 390
-4
-1%
-$287
$28K﹤0.01% 929
+434
+88%
+$13.1K
$27.9K﹤0.01% 1,383
+42
+3%
+$847
$27.9K﹤0.01% 1,433
-2,033
-59%
-$39.5K
$27.9K﹤0.01% 318
+41
+15%
+$3.59K
$27.8K﹤0.01% 1,704
+130
+8%
+$2.12K
$27.7K﹤0.01%
+2,000
 New
+$27.7K
$27.7K﹤0.01% 686
+186
+37%
+$7.51K
$27.5K﹤0.01% 314
+13
+4%
+$1.14K
$27.4K﹤0.01% 2,900
-1
-0%
-$9
$27.4K﹤0.01% 550
+56
+11%
+$2.79K
$27.4K﹤0.01% 1,405
+82
+6%
+$1.6K
$27.3K﹤0.01% 2,075––
$27K﹤0.01% 221
+49
+28%
+$5.99K
$27K﹤0.01% 550––
$26.9K﹤0.01% 1,224
+65
+6%
+$1.43K
$26.8K﹤0.01% 3,738
+1,878
+101%
+$13.5K
$26.8K﹤0.01% 333
-72
-18%
-$5.79K
$26.7K﹤0.01% 2,296
-25
-1%
-$290
$26.5K﹤0.01% 189––
$26.4K﹤0.01%
+2,315
 New
+$26.4K
1 8586878889192