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 | |
|---|---|---|---|---|---|---|---|
| $1.96K | 0% | 106 | – | – | |||
| $1.95K | 0% | 213 | – | – | |||
| $1.95K | 0% | 26 -343 | -93% | -$25.7K | |||
| $1.93K | 0% | 100 -404 | -80% | -$7.79K | |||
| $1.93K | 0% | 352 -1,031 | -75% | -$5.64K | |||
| $1.92K | 0% | 109 | – | – | |||
| $1.91K | 0% | 12 +4 | +50% | +$637 | |||
| $1.9K | 0% | 38 | – | – | |||
| $1.9K | 0% | 11 | – | – | |||
| $1.9K | 0% | 51 +43 | +538% | +$1.6K | |||
| $1.89K | 0% | 64 | – | – | |||
| $1.88K | 0% | 170 | New | +$1.88K | |||
| $1.86K | 0% | 250 | New | +$1.86K | |||
| $1.85K | 0% | 85 | New | +$1.85K | |||
| $1.85K | 0% | 90 | – | – | |||
| $1.84K | 0% | 230 | – | – | |||
| $1.84K | 0% | 96 +1 | +1% | +$19 | |||
| $1.84K | 0% | 56 | – | – | |||
| $1.82K | 0% | 44 | – | – | |||
| $1.82K | 0% | 668 +585 | +705% | +$1.6K | |||
| $1.82K | 0% | 0 | – | – | |||
| $1.81K | 0% | 36 | – | – | |||
| $1.8K | 0% | 66 +8 | +14% | +$218 | |||
| $1.8K | 0% | 71 +7 | +11% | +$178 | |||
| $1.8K | 0% | 171 -171 | -50% | -$1.8K |
