IA
IFP Advisors Portfolio holdings
AUM
$3.52B
This Quarter Return
-13.23%
1 Year Return
+15.89%
3 Year Return
+47.5%
5 Year Return
+56.84%
10 Year Return
–
AUM
$3.12B
AUM Growth
+$3.12B
(0%)
Cap. Flow
-$1.56B
Cap. Flow
% of AUM
-49.87%
Top 10 Holdings %
Top 10 Hldgs %
11.75%
Holding
4,540
New
1
Increased
16
Reduced
21
Closed
–
Top Buys
Top Sells
| 1 |
Amazon
AMZN
|
$1.52B |
| 2 |
Fortinet
FTNT
|
$22.6M |
| 3 |
Shopify
SHOP
|
$9.68M |
| 4 |
AT&T
T
|
$3.42M |
| 5 |
Xylem
XYL
|
$2.61M |
Sector Composition
| 1 | Consumer Discretionary | 5.91% |
| 2 | Technology | 5.77% |
| 3 | Financials | 3.89% |
| 4 | Industrials | 3.1% |
| 5 | Healthcare | 2.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4526
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$639M
| $1K | ﹤0.01% |
27
| – | – |
|
4527
The Joint Corp
JYNT
$163M
| $1K | ﹤0.01% |
40
| – | – |
|
4528
Kelly Services Class A
KELYA
$475M
| $1K | ﹤0.01% |
87
| – | – |
|
|
NXDR
4529
Nextdoor Holdings
NXDR
$802M
| $1K | ﹤0.01% |
10
| – | – |
|
4530
Kemper
KMPR
$3.38B
| $1K | ﹤0.01% |
6
| – | – |
|
|
KNDI
4531
Kandi Technologies Group
KNDI
$118M
| $1K | ﹤0.01% |
205
| – | – |
|
4532
ProShares UltraShort Bloomberg Natural Gas
KOLD
$166M
| $1K | ﹤0.01% |
12
+9
| +300% | +$750 |
|
4533
Kornit Digital
KRNT
$648M
| $1K | ﹤0.01% |
4
| – | – |
|
4534
Lineage Cell Therapeutics
LCTX
$281M
| $1K | ﹤0.01% |
8
| – | – |
|
4535
Lands' End
LE
$414M
| $1K | ﹤0.01% |
3
| – | – |
|
4536
Centrus Energy
LEU
$3.67B
| $1K | ﹤0.01% |
2
| – | – |
|
4537
LGL Group
LGL
$35.8M
| $1K | ﹤0.01% |
265
| – | – |
|
4538
Liberty Latin America Class C
LILAK
$1.61B
| $1K | ﹤0.01% |
47
| – | – |
|
4539
Innovator Deepwater Frontier Tech ETF
LOUP
$105M
| $1K | ﹤0.01% |
40
| – | – |
|