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 | |
|---|---|---|---|---|---|---|---|
| $414 | 0% | 6 | – | – | |||
| $413 | 0% | 12 | – | – | |||
| $413 | 0% | 0 | – | – | |||
| $408 | 0% | 8 | – | – | |||
| $406 | 0% | 7 | – | – | |||
| $406 | 0% | 37 | – | – | |||
| $405 | 0% | 0 | – | – | |||
| $400 | 0% | 0 | – | – | |||
| $399 | 0% | 28 | – | – | |||
| $398 | 0% | 53 | – | – | |||
| $398 | 0% | 16 | – | – | |||
| $397 | 0% | 0 | – | – | |||
| $396 | 0% | 500 | – | – | |||
| $389 | 0% | 2 | – | – | |||
| $387 | 0% | 11 | New | +$387 | |||
| $387 | 0% | 100 | – | – | |||
| $386 | 0% | 0 | – | – | |||
| $385 | 0% | 0 | – | – | |||
| $381 | 0% | 10 -14 | -58% | -$533 | |||
| $380 | 0% | 10,054 +10,039 | +66,927% | +$379 | |||
| $380 | 0% | 5 | – | – | |||
| $375 | 0% | 0 | – | – | |||
| $374 | 0% | 13 | – | – | |||
| $369 | 0% | 13 | – | – | |||
| $368 | 0% | 11 -4 | -27% | -$134 |
