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 | |
|---|---|---|---|---|---|---|---|
| $1.43K | 0% | 41 -3 | -7% | -$105 | |||
| $1.42K | 0% | 102 | – | – | |||
| $1.42K | 0% | 60 -17 | -22% | -$403 | |||
| $1.42K | 0% | 13 | – | – | |||
| $1.42K | 0% | 100 -169 | -63% | -$2.4K | |||
| $1.41K | 0% | 65 | – | – | |||
| $1.41K | 0% | 227 -89 | -28% | -$552 | |||
| $1.4K | 0% | 250 -60 | -19% | -$336 | |||
| $1.4K | 0% | 46 -15 | -25% | -$455 | |||
| $1.39K | 0% | 17 +4 | +31% | +$328 | |||
| $1.39K | 0% | 39 | New | +$1.39K | |||
| $1.38K | 0% | 28 | – | – | |||
| $1.37K | 0% | 600 | – | – | |||
| $1.36K | 0% | 39 -84 | -68% | -$2.94K | |||
| $1.36K | 0% | 449 +88 | +24% | +$267 | |||
| $1.35K | 0% | 36 -5 | -12% | -$188 | |||
| $1.35K | 0% | 36 | – | – | |||
| $1.35K | 0% | 43 | – | – | |||
| $1.34K | 0% | 1,250 | – | – | |||
| $1.34K | 0% | 88 | – | – | |||
| $1.34K | 0% | 100 -12 | -11% | -$160 | |||
| $1.34K | 0% | 165 | – | – | |||
| $1.33K | 0% | 5 +4 | +400% | +$1.06K | |||
| $1.31K | 0% | 13 | – | – | |||
| $1.31K | 0% | 245 | New | +$1.31K |
