IA
IFP Advisors Portfolio holdings
AUM $3.52B
This Quarter Return
-1.24%
1 Year Return
+15.89%
3 Year Return
+47.5%
5 Year Return
+56.84%
10 Year Return
–
AUM
$3.24B
AUM Growth
+$189M (+6%)
Cap. Flow
+$252M
Cap. Flow % of AUM
7.76%
Top 10 Holdings %Top 10 Hldgs %
14.64%
Holding
4,794
New
240
Increased
1,448
Reduced
1,101
Closed
454
Top Buys
| 1 | $25M | |
| 2 | $19.1M | |
| 3 | $16M | |
| 4 | $14.2M | |
| 5 | $14M |
Top Sells
| 1 | $30.6M | |
| 2 | $11.1M | |
| 3 | $10.5M | |
| 4 | $9.93M | |
| 5 | $9.46M |
Sector Composition
| 1 | Technology | 10.66% |
| 2 | Financials | 4.61% |
| 3 | Healthcare | 3.7% |
| 4 | Consumer Discretionary | 3.47% |
| 5 | Industrials | 3.27% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $72.9K | ﹤0.01% | 1,045 | – | – | |||
| $72.7K | ﹤0.01% | 4,923 -16,034 | -77% | -$237K | |||
| $72.7K | ﹤0.01% | 1,920 +1,894 | +7,285% | +$71.7K | |||
| $72.6K | ﹤0.01% | 444 +49 | +12% | +$8.01K | |||
| $72.5K | ﹤0.01% | 1,909 +63 | +3% | +$2.39K | |||
| $72.2K | ﹤0.01% | 1,057 -10 | -0.9% | -$683 | |||
| $72K | ﹤0.01% | 2,337 +2,238 | +2,261% | +$69K | |||
| $71.8K | ﹤0.01% | 6,804 +289 | +4% | +$3.05K | |||
| $71.5K | ﹤0.01% | 1,997 +32 | +2% | +$1.15K | |||
| $71.5K | ﹤0.01% | 2,886 | – | – | |||
| $71.4K | ﹤0.01% | +1,313 | New | +$71.4K | |||
| $71.1K | ﹤0.01% | 335 -87 | -21% | -$18.5K | |||
| $71K | ﹤0.01% | 5,112 -7,077 | -58% | -$98.2K | |||
| $70.9K | ﹤0.01% | 510 +47 | +10% | +$6.54K | |||
| $70.8K | ﹤0.01% | 363 -177 | -33% | -$34.5K | |||
| $70.7K | ﹤0.01% | +2,689 | New | +$70.7K | |||
| $70.5K | ﹤0.01% | 4,557 -1,973 | -30% | -$30.5K | |||
| $70.3K | ﹤0.01% | 1,027 | – | – | |||
| $70.3K | ﹤0.01% | +3,000 | New | +$70.3K | |||
| $70.2K | ﹤0.01% | 911 +113 | +14% | +$8.71K | |||
| $70.2K | ﹤0.01% | 2,650 +515 | +24% | +$13.6K | |||
| $70K | ﹤0.01% | 2,507 -2,204 | -47% | -$61.5K | |||
| $69.9K | ﹤0.01% | 1,071 +144 | +16% | +$9.39K | |||
| $69.7K | ﹤0.01% | 2,425 +542 | +29% | +$15.6K | |||
| $69.5K | ﹤0.01% | 2,662 +1,597 | +150% | +$41.7K |
