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 | |
|---|---|---|---|---|---|---|---|
| $773 | 0% | 32 | – | – | |||
| $772 | 0% | 200 | – | – | |||
| $770 | 0% | 14 | – | – | |||
| $769 | 0% | 0 | – | – | |||
| $758 | 0% | 4 | New | +$758 | |||
| $757 | 0% | 58 | – | – | |||
| $753 | 0% | 12 | New | +$753 | |||
| $746 | 0% | 120 | – | – | |||
| $742 | 0% | 75 | – | – | |||
| $736 | 0% | 141 +53 | +60% | +$277 | |||
| $736 | 0% | 15 | – | – | |||
| $728 | 0% | 150 -1 | -0.7% | -$5 | |||
| $720 | 0% | 0 | – | – | |||
| $715 | 0% | 28 | – | – | |||
| $714 | 0% | 0 | – | – | |||
| $713 | 0% | 1,592 | – | – | |||
| $710 | 0% | 0 | – | – | |||
| $708 | 0% | 38 -10 | -21% | -$186 | |||
| $705 | 0% | 8 | – | – | |||
| $705 | 0% | 161 | – | – | |||
| $703 | 0% | 0 -23 | Closed | – | |||
| $699 | 0% | 128 -3,788 | -97% | -$20.7K | |||
| $697 | 0% | 25 -290 | -92% | -$8.09K | |||
| $691 | 0% | 27 -27 | -50% | -$691 | |||
| $688 | 0% | 50 -33 | -40% | -$454 |
