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 | |
|---|---|---|---|---|---|---|---|
| $1.79K | 0% | 73 +39 | +115% | +$954 | |||
| $1.78K | 0% | 128 -18,309 | -99% | -$255K | |||
| $1.78K | 0% | 123 -176 | -59% | -$2.55K | |||
| $1.77K | 0% | 21 | New | +$1.77K | |||
| $1.77K | 0% | 580 +490 | +544% | +$1.5K | |||
| $1.75K | 0% | 151 -7 | -4% | -$81 | |||
| $1.74K | 0% | 55 -35 | -39% | -$1.11K | |||
| $1.73K | 0% | 186 -91 | -33% | -$847 | |||
| $1.73K | 0% | 45 | – | – | |||
| $1.72K | 0% | 164 +128 | +356% | +$1.34K | |||
| $1.72K | 0% | 1,000 | – | – | |||
| $1.72K | 0% | 127 | New | +$1.72K | |||
| $1.71K | 0% | 118 | New | +$1.71K | |||
| $1.71K | 0% | 125 | – | – | |||
| $1.69K | 0% | 23 | – | – | |||
| $1.69K | 0% | 84 | – | – | |||
| $1.69K | 0% | 11 | – | – | |||
| $1.68K | 0% | 0 | – | – | |||
| $1.68K | 0% | 35 | – | – | |||
| $1.67K | 0% | 92 | New | +$1.67K | |||
| $1.67K | 0% | 20 | – | – | |||
| $1.67K | 0% | 13 | – | – | |||
| $1.67K | 0% | 32 | – | – | |||
| $1.66K | 0% | 74 +72 | +3,600% | +$1.61K | |||
| $1.66K | 0% | 26 -4 | -13% | -$255 |
