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 | |
|---|---|---|---|---|---|---|---|
| $2.47K | ﹤0.01% | 51 | – | – | |||
| $2.46K | ﹤0.01% | 327 +30 | +10% | +$226 | |||
| $2.46K | ﹤0.01% | 125 -3,789 | -97% | -$74.5K | |||
| $2.44K | ﹤0.01% | 156 | – | – | |||
| $2.44K | ﹤0.01% | 83 | – | – | |||
| $2.43K | ﹤0.01% | 500 | – | – | |||
| $2.43K | ﹤0.01% | 299 | – | – | |||
| $2.42K | ﹤0.01% | +2,000 | New | +$2.42K | |||
| $2.42K | ﹤0.01% | 7 | – | – | |||
| $2.41K | ﹤0.01% | 75 +27 | +56% | +$866 | |||
| $2.4K | ﹤0.01% | 72 | – | – | |||
| $2.38K | ﹤0.01% | 15,750 +750 | +5% | +$113 | |||
| $2.37K | ﹤0.01% | 131 | – | – | |||
| $2.36K | ﹤0.01% | 92 | – | – | |||
| $2.35K | ﹤0.01% | 120 +7 | +6% | +$137 | |||
| $2.34K | ﹤0.01% | 48 | – | – | |||
| $2.34K | ﹤0.01% | 40 -35 | -47% | -$2.05K | |||
| $2.34K | ﹤0.01% | 500 | – | – | |||
| $2.34K | ﹤0.01% | 77 +6 | +8% | +$182 | |||
| $2.32K | ﹤0.01% | +178 | New | +$2.32K | |||
| – | – | 0 | – | – | |||
| $2.31K | ﹤0.01% | 261 | – | – | |||
| $2.31K | ﹤0.01% | 44 | – | – | |||
| $2.29K | ﹤0.01% | 39 | – | – | |||
| $2.29K | ﹤0.01% | 75 | – | – |
