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 | |
|---|---|---|---|---|---|---|---|
| $911 | 0% | 4 | New | +$911 | |||
| $908 | 0% | 20 | – | – | |||
| $904 | 0% | 20,000 | New | +$904 | |||
| $898 | 0% | 53 | – | – | |||
| $893 | 0% | 12 +11 | +1,100% | +$819 | |||
| $889 | 0% | 33 | New | +$889 | |||
| $888 | 0% | 34 -150 | -82% | -$3.92K | |||
| $888 | 0% | 625 | – | – | |||
| $877 | 0% | 11 -2 | -15% | -$159 | |||
| $876 | 0% | 230 -592 | -72% | -$2.26K | |||
| $875 | 0% | 40 +7 | +21% | +$153 | |||
| $870 | 0% | 39 | New | +$870 | |||
| $861 | 0% | 15 +10 | +200% | +$574 | |||
| $860 | 0% | 29 | – | – | |||
| $852 | 0% | 18 +14 | +350% | +$663 | |||
| $851 | 0% | 226 | – | – | |||
| $849 | 0% | 41 | – | – | |||
| $836 | 0% | 147 | – | – | |||
| $834 | 0% | 42 +40 | +2,000% | +$794 | |||
| $832 | 0% | 358 -502 | -58% | -$1.17K | |||
| $829 | 0% | 0 | – | – | |||
| $813 | 0% | 30 +28 | +1,400% | +$759 | |||
| $810 | 0% | 0 | – | – | |||
| $800 | 0% | 44 -44 | -50% | -$800 | |||
| $783 | 0% | 61 -13 | -18% | -$167 |
