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 | |
|---|---|---|---|---|---|---|---|
| $579 | 0% | 64 -23 | -26% | -$208 | |||
| $578 | 0% | 64 | – | – | |||
| $578 | 0% | 16 -9 | -36% | -$325 | |||
| $577 | 0% | 16 | – | – | |||
| $575 | 0% | 23 | – | – | |||
| $574 | 0% | 4 | – | – | |||
| $572 | 0% | 15 | – | – | |||
| $567 | 0% | 26 +20 | +333% | +$436 | |||
| $565 | 0% | 16 | – | – | |||
| $563 | 0% | 5 -12 | -71% | -$1.35K | |||
| $561 | 0% | 31 | – | – | |||
| $558 | 0% | 23 | – | – | |||
| $557 | 0% | 5 | – | – | |||
| $557 | 0% | 3 | – | – | |||
| $553 | 0% | 100 | New | +$553 | |||
| $552 | 0% | 3 | – | – | |||
| $551 | 0% | 52 | – | – | |||
| $550 | 0% | 539 -5,000 | -90% | -$5.1K | |||
| $550 | 0% | 14 -36 | -72% | -$1.41K | |||
| $549 | 0% | 100 | New | +$549 | |||
| $548 | 0% | 18 | – | – | |||
| $546 | 0% | 0 | – | – | |||
| $542 | 0% | 7 +3 | +75% | +$232 | |||
| $541 | 0% | 0 | – | – | |||
| $540 | 0% | 200 -5 | -2% | -$14 |
