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 | |
|---|---|---|---|---|---|---|---|
| $1.3K | 0% | 2,000 -3,000 | -60% | -$1.96K | |||
| $1.3K | 0% | 7 | New | +$1.3K | |||
| $1.29K | 0% | 0 | – | – | |||
| $1.29K | 0% | 44 | – | – | |||
| $1.29K | 0% | 830 -200 | -19% | -$310 | |||
| $1.28K | 0% | 19 | – | – | |||
| $1.27K | 0% | 179 +177 | +8,850% | +$1.26K | |||
| $1.27K | 0% | 200 | – | – | |||
| $1.26K | 0% | 110 | – | – | |||
| $1.25K | 0% | 72 | – | – | |||
| $1.25K | 0% | 57 | – | – | |||
| $1.24K | 0% | 418 -204 | -33% | -$605 | |||
| $1.24K | 0% | 47 | – | – | |||
| $1.23K | 0% | 0 | – | – | |||
| $1.23K | 0% | 184 +170 | +1,214% | +$1.13K | |||
| $1.23K | 0% | 61 +50 | +455% | +$1K | |||
| $1.22K | 0% | 1,333 | – | – | |||
| $1.22K | 0% | 44 -1 | -2% | -$28 | |||
| $1.22K | 0% | 108 | New | +$1.22K | |||
| $1.21K | 0% | 141 -7 | -5% | -$60 | |||
| $1.2K | 0% | 1,500 -692 | -32% | -$555 | |||
| $1.18K | 0% | 600 | – | – | |||
| $1.17K | 0% | 1,000 | – | – | |||
| $1.16K | 0% | 200 | – | – | |||
| $1.16K | 0% | 25 | – | – |
