IA
IFP Advisors Portfolio holdings
AUM $3.52B
This Quarter Return
+9.31%
1 Year Return
+15.89%
3 Year Return
+47.5%
5 Year Return
+56.84%
10 Year Return
–
AUM
$3.52B
AUM Growth
+$274M (+8%)
Cap. Flow
-$42.5M
Cap. Flow % of AUM
-1.21%
Top 10 Holdings %Top 10 Hldgs %
14.46%
Holding
5,107
New
688
Increased
1,781
Reduced
1,197
Closed
507
Top Buys
| 1 | $22.5M | |
| 2 | $16M | |
| 3 | $15.7M | |
| 4 | $14.1M | |
| 5 | $10.3M |
Top Sells
| 1 | $22.1M | |
| 2 | $20.9M | |
| 3 | $19.3M | |
| 4 | $16.7M | |
| 5 | $16.4M |
Sector Composition
| 1 | Technology | 11.79% |
| 2 | Financials | 4.77% |
| 3 | Consumer Discretionary | 3.56% |
| 4 | Industrials | 3.32% |
| 5 | Healthcare | 3.28% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.08K | ﹤0.01% | +28 | New | +$1.08K | |||
| $1.07K | ﹤0.01% | 88 +83 | +1,660% | +$1.01K | |||
| $1.07K | ﹤0.01% | 165 +65 | +65% | +$422 | |||
| $1.07K | ﹤0.01% | 24 -29 | -55% | -$1.29K | |||
| – | – | 0 | – | – | |||
| $1.07K | ﹤0.01% | 38 +36 | +1,800% | +$1.01K | |||
| $1.07K | ﹤0.01% | 2 -4 | -67% | -$2.13K | |||
| – | – | -1 | Closed | -$43 | |||
| $1.07K | ﹤0.01% | +75 | New | +$1.07K | |||
| $1.06K | ﹤0.01% | 64 | – | – | |||
| – | – | 0 | – | – | |||
| $1.05K | ﹤0.01% | +28 | New | +$1.05K | |||
| $1.05K | ﹤0.01% | 25 -415 | -94% | -$17.4K | |||
| $1.05K | ﹤0.01% | 54 +24 | +80% | +$466 | |||
| $1.05K | ﹤0.01% | +29 | New | +$1.05K | |||
| – | – | 0 | – | – | |||
| $1.04K | ﹤0.01% | +9 | New | +$1.04K | |||
| $1.04K | ﹤0.01% | 3,000 | – | – | |||
| $1.03K | ﹤0.01% | 20 | – | – | |||
| $1.03K | ﹤0.01% | 36 +35 | +3,500% | +$1K | |||
| $1.03K | ﹤0.01% | +66 | New | +$1.03K | |||
| – | – | -17 | Closed | -$92 | |||
| $1.02K | ﹤0.01% | 98 | – | – | |||
| $1.02K | ﹤0.01% | 13 -3 | -19% | -$235 | |||
| – | – | 0 | – | – |
