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 | |
|---|---|---|---|---|---|---|---|
| $2.13K | 0% | 187 | – | – | |||
| $2.13K | 0% | 120 -163 | -58% | -$2.89K | |||
| $2.12K | 0% | 3,508 -136 | -4% | -$82 | |||
| $2.12K | 0% | 35 -2 | -5% | -$121 | |||
| $2.11K | 0% | 10 | New | +$2.11K | |||
| $2.11K | 0% | 119 +16 | +16% | +$283 | |||
| $2.09K | 0% | 55 | New | +$2.09K | |||
| $2.09K | 0% | 101 | – | – | |||
| $2.09K | 0% | 100 | – | – | |||
| $2.08K | 0% | 22 | – | – | |||
| $2.08K | 0% | 50 | – | – | |||
| $2.08K | 0% | 385 -5,794 | -94% | -$31.2K | |||
| $2.07K | 0% | 1,187 | – | – | |||
| $2.06K | 0% | 68 | – | – | |||
| $2.05K | 0% | 300 | – | – | |||
| $2.05K | 0% | 80 | – | – | |||
| $2.04K | 0% | 55 -5 | -8% | -$186 | |||
| $2.02K | 0% | 126 | – | – | |||
| $2.02K | 0% | 111 | – | – | |||
| $2.01K | 0% | 5,000 | – | – | |||
| $2K | 0% | 130 | New | +$2K | |||
| $2K | 0% | 101 -17 | -14% | -$336 | |||
| $1.99K | 0% | 50 | – | – | |||
| $1.97K | 0% | 100 +13 | +15% | +$257 | |||
| $1.96K | 0% | 48 | – | – |
