IA
IFP Advisors Portfolio holdings
AUM $3.24B
AUM
$3.24B
AUM Growth
+$189M (+6%)
Cap. Flow
+$269M
Cap. Flow % of AUM
8.3%
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 | |
|---|---|---|---|---|---|---|---|
| $2.89K | 0% | 100 -5 | -5% | -$144 | |||
| $2.89K | 0% | 71 -429 | -86% | -$17.4K | |||
| $2.88K | 0% | 3 | – | – | |||
| $2.87K | 0% | 53 -10 | -16% | -$541 | |||
| $2.86K | 0% | 317 | – | – | |||
| $2.84K | 0% | 45 +44 | +4,400% | +$2.78K | |||
| $2.84K | 0% | 413 | – | – | |||
| $2.82K | 0% | 192 | – | – | |||
| $2.81K | 0% | 106 | – | – | |||
| $2.8K | 0% | 199 | – | – | |||
| $2.78K | 0% | 200 | New | +$2.78K | |||
| $2.77K | 0% | 138 +128 | +1,280% | +$2.57K | |||
| $2.77K | 0% | 242 -143 | -37% | -$1.64K | |||
| $2.76K | 0% | 126 -3,962 | -97% | -$86.6K | |||
| $2.75K | 0% | 1,500 | New | +$2.75K | |||
| $2.74K | 0% | 30 | New | +$2.74K | |||
| $2.74K | 0% | 31 | – | – | |||
| $2.72K | 0% | 32 | – | – | |||
| $2.71K | 0% | 82 | – | – | |||
| $2.7K | 0% | 142 | – | – | |||
| $2.7K | 0% | 1 | New | +$2.7K | |||
| $2.67K | 0% | 10 +2 | +25% | +$535 | |||
| $2.67K | 0% | 1,709 | – | – | |||
| $2.67K | 0% | 28 | – | – | |||
| $2.66K | 0% | 132 +129 | +4,300% | +$2.6K |
