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 (+6%)
Cap. Flow
+$252M
Cap. Flow % of AUM
7.76%
Top 10 Holdings %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
| 1 | Technology | 10.66% |
| 2 | Financials | 4.61% |
| 3 | Healthcare | 3.7% |
| 4 | Consumer Discretionary | 3.47% |
| 5 | Industrials | 3.27% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $11.8K | ﹤0.01% | 169 -1 | -0.6% | -$70 | |||
| $11.8K | ﹤0.01% | 374 | – | – | |||
| $11.8K | ﹤0.01% | +268 | New | +$11.8K | |||
| $11.8K | ﹤0.01% | 51 +10 | +24% | +$2.31K | |||
| $11.7K | ﹤0.01% | 117 +99 | +550% | +$9.93K | |||
| $11.7K | ﹤0.01% | 730 | – | – | |||
| $11.7K | ﹤0.01% | 8,000 +3,000 | +60% | +$4.38K | |||
| $11.6K | ﹤0.01% | 737 -38 | -5% | -$598 | |||
| $11.6K | ﹤0.01% | +527 | New | +$11.6K | |||
| $11.6K | ﹤0.01% | 464 -38 | -8% | -$946 | |||
| $11.5K | ﹤0.01% | 624 | – | – | |||
| $11.5K | ﹤0.01% | +289 | New | +$11.5K | |||
| $11.5K | ﹤0.01% | 250 -50 | -17% | -$2.3K | |||
| $11.5K | ﹤0.01% | 209 | – | – | |||
| $11.3K | ﹤0.01% | 669 | – | – | |||
| $11.3K | ﹤0.01% | 996 | – | – | |||
| $11.2K | ﹤0.01% | 1,241 +500 | +67% | +$4.52K | |||
| $11.1K | ﹤0.01% | 382 +6 | +2% | +$175 | |||
| $11.1K | ﹤0.01% | 519 | – | – | |||
| $11.1K | ﹤0.01% | 37 +9 | +32% | +$2.7K | |||
| $11.1K | ﹤0.01% | 217 | – | – | |||
| $11.1K | ﹤0.01% | 480 -1,020 | -68% | -$23.5K | |||
| $11.1K | ﹤0.01% | 127 -6 | -5% | -$522 | |||
| $11K | ﹤0.01% | 86 +27 | +46% | +$3.46K | |||
| $11K | ﹤0.01% | 2,000 +85 | +4% | +$466 |
