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 | |
|---|---|---|---|---|---|---|---|
| $4.85K | ﹤0.01% | 53 | – | – | |||
| $4.85K | ﹤0.01% | 391 +100 | +34% | +$1.24K | |||
| $4.84K | ﹤0.01% | 98 | – | – | |||
| $4.83K | ﹤0.01% | +165 | New | +$4.83K | |||
| $4.81K | ﹤0.01% | 1,000 | – | – | |||
| $4.8K | ﹤0.01% | 202 | – | – | |||
| $4.8K | ﹤0.01% | 29 +8 | +38% | +$1.32K | |||
| $4.79K | ﹤0.01% | 200 -1 | -0.5% | -$24 | |||
| $4.78K | ﹤0.01% | +725 | New | +$4.78K | |||
| $4.78K | ﹤0.01% | 104 | – | – | |||
| $4.77K | ﹤0.01% | 61 | – | – | |||
| $4.76K | ﹤0.01% | 181 +24 | +15% | +$631 | |||
| $4.72K | ﹤0.01% | 24 +13 | +118% | +$2.56K | |||
| $4.71K | ﹤0.01% | 2,223 | – | – | |||
| $4.67K | ﹤0.01% | 4,900 | – | – | |||
| $4.67K | ﹤0.01% | +7,700 | New | +$4.67K | |||
| $4.66K | ﹤0.01% | +4 | New | +$4.66K | |||
| $4.66K | ﹤0.01% | 514 | – | – | |||
| $4.62K | ﹤0.01% | 292 -83 | -22% | -$1.31K | |||
| $4.61K | ﹤0.01% | 42 +17 | +68% | +$1.87K | |||
| $4.6K | ﹤0.01% | 500 | – | – | |||
| $4.59K | ﹤0.01% | 21 +6 | +40% | +$1.31K | |||
| $4.59K | ﹤0.01% | +24 | New | +$4.59K | |||
| $4.58K | ﹤0.01% | 196 | – | – | |||
| $4.57K | ﹤0.01% | 50 | – | – |
