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 | |
|---|---|---|---|---|---|---|---|
| $29.4K | ﹤0.01% | 4,985 -2,000 | -29% | -$11.8K | |||
| $29.4K | ﹤0.01% | 389 | – | – | |||
| $29.4K | ﹤0.01% | 494 +136 | +38% | +$8.09K | |||
| $29.4K | ﹤0.01% | 824 -250 | -23% | -$8.91K | |||
| $29.3K | ﹤0.01% | 1,409 | – | – | |||
| $29.3K | ﹤0.01% | 133 -5 | -4% | -$1.1K | |||
| $29.2K | ﹤0.01% | 479 +77 | +19% | +$4.69K | |||
| $29.1K | ﹤0.01% | 136 +5 | +4% | +$1.07K | |||
| $29.1K | ﹤0.01% | 1,207 +2 | +0.2% | +$48 | |||
| $29K | ﹤0.01% | 5,176 +190 | +4% | +$1.07K | |||
| $29K | ﹤0.01% | 335 | – | – | |||
| $29K | ﹤0.01% | +2,974 | New | +$29K | |||
| $28.9K | ﹤0.01% | 147 -25 | -15% | -$4.92K | |||
| $28.9K | ﹤0.01% | 505 +23 | +5% | +$1.32K | |||
| $28.9K | ﹤0.01% | 1,360 +51 | +4% | +$1.08K | |||
| $28.9K | ﹤0.01% | 587 +196 | +50% | +$9.65K | |||
| $28.9K | ﹤0.01% | 2,900 | – | – | |||
| $28.8K | ﹤0.01% | 995 | – | – | |||
| $28.6K | ﹤0.01% | 508 -23 | -4% | -$1.3K | |||
| $28.5K | ﹤0.01% | 348 | – | – | |||
| $28.4K | ﹤0.01% | 1,400 | – | – | |||
| $28.3K | ﹤0.01% | 3,407 -402 | -11% | -$3.34K | |||
| $28.3K | ﹤0.01% | 402 -118 | -23% | -$8.31K | |||
| $28.2K | ﹤0.01% | 122 -11 | -8% | -$2.54K | |||
| $28.2K | ﹤0.01% | 2,823 -54 | -2% | -$539 |
