IA
IFP Advisors Portfolio holdings
AUM
$3.52B
This Quarter Return
+4.18%
1 Year Return
+15.89%
3 Year Return
+47.5%
5 Year Return
+56.84%
10 Year Return
–
AUM
$3.74B
AUM Growth
+$3.74B
(-2.5%)
Cap. Flow
-$140M
Cap. Flow
% of AUM
-3.73%
Top 10 Holdings %
Top 10 Hldgs %
17.99%
Holding
5,005
New
236
Increased
1,262
Reduced
2,356
Closed
422
Top Buys
Top Sells
Sector Composition
| 1 | Communication Services | 9.23% |
| 2 | Consumer Discretionary | 5.23% |
| 3 | Technology | 4.89% |
| 4 | Financials | 3.53% |
| 5 | Healthcare | 2.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5001
Cardlytics
CDLX
$47.4M
| – | – |
-70
| Closed | -$3K |
|
|
CHN
5002
China Fund
CHN
$166M
| – | – |
-3,000
| Closed | -$67K |
|