IA
IFP Advisors Portfolio holdings
AUM
$3.52B
This Quarter Return
+3.93%
1 Year Return
+15.89%
3 Year Return
+47.5%
5 Year Return
+56.84%
10 Year Return
–
AUM
$2.51B
AUM Growth
+$2.51B
(+6.7%)
Cap. Flow
+$76.8M
Cap. Flow
% of AUM
3.05%
Top 10 Holdings %
Top 10 Hldgs %
14.62%
Holding
4,409
New
167
Increased
1,336
Reduced
1,382
Closed
181
Top Buys
Top Sells
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$6.04M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$5.02M |
| 3 |
DuPont de Nemours
DD
|
$3.27M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.1M |
| 5 |
DD
Du Pont De Nemours E I
DD
|
$3.01M |
Sector Composition
| 1 | Financials | 6.52% |
| 2 | Technology | 6.21% |
| 3 | Healthcare | 6.19% |
| 4 | Consumer Staples | 5.36% |
| 5 | Industrials | 4.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4401
InspireMD
NSPR
$99.7M
| $0 | ﹤0.01% |
1
| – | – |
|
4402
NetSol Technologies
NTWK
$46.3M
| $0 | ﹤0.01% |
+50
| New | – |
|
4403
Nuwellis
NUWE
$4.46M
| – | – |
-2,000
| Closed | -$2K |
|