IA
IFP Advisors Portfolio holdings
AUM
$3.52B
This Quarter Return
-2.65%
1 Year Return
+15.89%
3 Year Return
+47.5%
5 Year Return
+56.84%
10 Year Return
–
AUM
$2.22B
AUM Growth
+$2.22B
(-7%)
Cap. Flow
-$86.7M
Cap. Flow
% of AUM
-3.9%
Top 10 Holdings %
Top 10 Hldgs %
15.32%
Holding
3,632
New
189
Increased
1,014
Reduced
1,216
Closed
337
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 6.92% |
| 2 | Financials | 3.96% |
| 3 | Consumer Discretionary | 3.27% |
| 4 | Healthcare | 2.97% |
| 5 | Industrials | 2.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
FUND
3626
Sprott Focus Trust
FUND
$244M
| – | – |
-103
| Closed | -$819 |
|
3627
Invesco CurrencyShares Euro Currency Trust
FXE
$527M
| – | – |
-10
| Closed | -$1.01K |
|
3628
First National Corp
FXNC
$207M
| – | – |
-101
| Closed | -$1.67K |
|
3629
Amplify Video Game Tech ETF
GAMR
$47.3M
| – | – |
-638
| Closed | -$38.8K |
|
3630
VanEck Junior Gold Miners ETF
GDXJ
$6.91B
| – | – |
-270
| Closed | -$9.63K |
|