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 | |
|---|---|---|---|---|---|---|---|
| $534 | 0% | 0 | – | – | |||
| $529 | 0% | 30 | New | +$529 | |||
| $529 | 0% | 125 | – | – | |||
| $528 | 0% | 5 | New | +$528 | |||
| $525 | 0% | 434 | – | – | |||
| $524 | 0% | 3 -1,195 | -100% | -$209K | |||
| $523 | 0% | 8 +5 | +167% | +$327 | |||
| $520 | 0% | 10 | – | – | |||
| $516 | 0% | 0 | – | – | |||
| $498 | 0% | 0 | – | – | |||
| $497 | 0% | 40 | – | – | |||
| $495 | 0% | 29 | – | – | |||
| $495 | 0% | 4 | – | – | |||
| $494 | 0% | 0 | – | – | |||
| $489 | 0% | 22 | – | – | |||
| $486 | 0% | 0 | – | – | |||
| $485 | 0% | 179 -506 | -74% | -$1.37K | |||
| $484 | 0% | 14 | – | – | |||
| $483 | 0% | 16 -38 | -70% | -$1.15K | |||
| $483 | 0% | 23 | – | – | |||
| $476 | 0% | 0 | – | – | |||
| $473 | 0% | 12 | – | – | |||
| $470 | 0% | 0 | – | – | |||
| $467 | 0% | 0 | – | – | |||
| $466 | 0% | 3 -1 | -25% | -$155 |
