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 | |
|---|---|---|---|---|---|---|---|
| $1.66K | 0% | 26 | – | – | |||
| $1.65K | 0% | 8 -3 | -27% | -$620 | |||
| $1.65K | 0% | 32 | – | – | |||
| $1.65K | 0% | 0 | – | – | |||
| $1.65K | 0% | 2,000 | – | – | |||
| $1.65K | 0% | 0 | – | – | |||
| $1.64K | 0% | 26 -4 | -13% | -$252 | |||
| $1.64K | 0% | 27 | – | – | |||
| $1.63K | 0% | 132 | – | – | |||
| $1.63K | 0% | 0 | – | – | |||
| $1.63K | 0% | 44 | New | +$1.63K | |||
| $1.62K | 0% | 49 +33 | +206% | +$1.09K | |||
| $1.62K | 0% | 76 +1 | +1% | +$21 | |||
| $1.61K | 0% | 4,250 | New | +$1.61K | |||
| $1.61K | 0% | 13 +11 | +550% | +$1.36K | |||
| $1.6K | 0% | 121 -204 | -63% | -$2.69K | |||
| $1.58K | 0% | 28 | – | – | |||
| $1.58K | 0% | 0 -2,949 | Closed | – | |||
| $1.57K | 0% | 53 | – | – | |||
| $1.57K | 0% | 174 | New | +$1.57K | |||
| $1.57K | 0% | 221 | – | – | |||
| $1.56K | 0% | 53 | – | – | |||
| $1.55K | 0% | 57 | – | – | |||
| $1.55K | 0% | 49 | New | +$1.55K | |||
| $1.55K | 0% | 10 | New | +$1.55K |
