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 | |
|---|---|---|---|---|---|---|---|
| $466 | 0% | 28 | – | – | |||
| $460 | 0% | 20 -450 | -96% | -$10.4K | |||
| $459 | 0% | 16 | – | – | |||
| $459 | 0% | 4 | – | – | |||
| $452 | 0% | 13 | – | – | |||
| $452 | 0% | 10,100 +5,100 | +102% | +$228 | |||
| $452 | 0% | 0 | – | – | |||
| $450 | 0% | 85 | – | – | |||
| $448 | 0% | 19 -9 | -32% | -$212 | |||
| $447 | 0% | 17 | – | – | |||
| $445 | 0% | 15 | – | – | |||
| $441 | 0% | 13 | – | – | |||
| $441 | 0% | 9 | – | – | |||
| $440 | 0% | 23 -4 | -15% | -$77 | |||
| $439 | 0% | 10 +6 | +150% | +$263 | |||
| $437 | 0% | 22 | – | – | |||
| $436 | 0% | 10 | – | – | |||
| $435 | 0% | 0 | – | – | |||
| $433 | 0% | 0 | – | – | |||
| $431 | 0% | 0 | – | – | |||
| $427 | 0% | 0 -5 | Closed | – | |||
| $425 | 0% | 0 -193 | Closed | – | |||
| $424 | 0% | 6 | – | – | |||
| $420 | 0% | 5 | – | – | |||
| $416 | 0% | 41 | – | – |
