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 | |
|---|---|---|---|---|---|---|---|
| $8.1K | ﹤0.01% | 2,812 +518 | +23% | +$1.49K | |||
| $8.05K | ﹤0.01% | 401 | – | – | |||
| $8.04K | ﹤0.01% | +133 | New | +$8.04K | |||
| $7.99K | ﹤0.01% | 246 | – | – | |||
| $7.97K | ﹤0.01% | 559 +163 | +41% | +$2.32K | |||
| $7.95K | ﹤0.01% | 232 +155 | +201% | +$5.31K | |||
| $7.81K | ﹤0.01% | 183 +51 | +39% | +$2.18K | |||
| $7.81K | ﹤0.01% | 210 +150 | +250% | +$5.58K | |||
| $7.8K | ﹤0.01% | 90 -12 | -12% | -$1.04K | |||
| $7.79K | ﹤0.01% | 2,572 +396 | +18% | +$1.2K | |||
| $7.74K | ﹤0.01% | 205 | – | – | |||
| $7.72K | ﹤0.01% | 2,000 | – | – | |||
| $7.64K | ﹤0.01% | 700 | – | – | |||
| $7.64K | ﹤0.01% | 46 +7 | +18% | +$1.16K | |||
| $7.61K | ﹤0.01% | 493 | – | – | |||
| $7.55K | ﹤0.01% | 163 +40 | +33% | +$1.85K | |||
| $7.54K | ﹤0.01% | 215 | – | – | |||
| $7.54K | ﹤0.01% | 259 -30 | -10% | -$873 | |||
| $7.52K | ﹤0.01% | 100 | – | – | |||
| $7.51K | ﹤0.01% | 200 | – | – | |||
| $7.51K | ﹤0.01% | 350 | – | – | |||
| $7.5K | ﹤0.01% | 1,000 | – | – | |||
| $7.47K | ﹤0.01% | 235 | – | – | |||
| $7.47K | ﹤0.01% | 172 +168 | +4,200% | +$7.3K | |||
| $7.4K | ﹤0.01% | 81 +30 | +59% | +$2.74K |
