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 | |
|---|---|---|---|---|---|---|---|
| $1.54K | 0% | 30 +9 | +43% | +$463 | |||
| $1.53K | 0% | 26 +25 | +2,500% | +$1.47K | |||
| $1.53K | 0% | 126 | – | – | |||
| $1.52K | 0% | 45 | – | – | |||
| $1.52K | 0% | 97 -56 | -37% | -$880 | |||
| $1.52K | 0% | 32 -1 | -3% | -$48 | |||
| $1.52K | 0% | 10,000 | New | +$1.52K | |||
| $1.51K | 0% | 3,000 | – | – | |||
| $1.5K | 0% | 249 +220 | +759% | +$1.33K | |||
| $1.5K | 0% | 40 | New | +$1.5K | |||
| $1.49K | 0% | 606 -13,006 | -96% | -$32K | |||
| $1.49K | 0% | 0 -40 | Closed | – | |||
| $1.48K | 0% | 178 +4 | +2% | +$33 | |||
| $1.48K | 0% | 11 | – | – | |||
| $1.47K | 0% | 51 -147 | -74% | -$4.24K | |||
| $1.47K | 0% | 59 | – | – | |||
| $1.47K | 0% | 79 -32 | -29% | -$594 | |||
| $1.46K | 0% | 164 +153 | +1,391% | +$1.36K | |||
| $1.45K | 0% | 177 +111 | +168% | +$908 | |||
| $1.44K | 0% | 3,000 | New | +$1.44K | |||
| $1.44K | 0% | 139 | New | +$1.44K | |||
| $1.44K | 0% | 184 | – | – | |||
| $1.44K | 0% | 202 +181 | +862% | +$1.29K | |||
| $1.43K | 0% | 500 | New | +$1.43K | |||
| $1.43K | 0% | 2,600 +96 | +4% | +$53 |
