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 | |
|---|---|---|---|---|---|---|---|
| $1.16K | 0% | 300 -51 | -15% | -$197 | |||
| $1.16K | 0% | 9 | New | +$1.16K | |||
| $1.15K | 0% | 69 | – | – | |||
| $1.14K | 0% | 35 | – | – | |||
| $1.14K | 0% | 14 | – | – | |||
| $1.14K | 0% | 12 | New | +$1.14K | |||
| $1.13K | 0% | 5 -12 | -71% | -$2.71K | |||
| $1.12K | 0% | 45 | – | – | |||
| $1.11K | 0% | 93 -335 | -78% | -$4K | |||
| $1.11K | 0% | 12 | – | – | |||
| $1.11K | 0% | 338 | New | +$1.11K | |||
| $1.1K | 0% | 4,484 | – | – | |||
| $1.09K | 0% | 237 -7,559 | -97% | -$34.7K | |||
| $1.08K | 0% | 21 -48 | -70% | -$2.48K | |||
| $1.08K | 0% | 151 | – | – | |||
| $1.08K | 0% | 25 | – | – | |||
| $1.07K | 0% | 16 -1,012 | -98% | -$67.8K | |||
| $1.07K | 0% | 24 +21 | +700% | +$937 | |||
| $1.07K | 0% | 500 | – | – | |||
| $1.07K | 0% | 180 | – | – | |||
| $1.07K | 0% | 230 | – | – | |||
| $1.06K | 0% | 60 | – | – | |||
| $1.06K | 0% | 36 -7 | -16% | -$207 | |||
| $1.06K | 0% | 58 | – | – | |||
| $1.05K | 0% | 20 | – | – |
