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 | |
|---|---|---|---|---|---|---|---|
| $366 | 0% | 108 +8 | +8% | +$27 | |||
| $366 | 0% | 0 | – | – | |||
| $364 | 0% | 0 | – | – | |||
| $362 | 0% | 0 | – | – | |||
| $360 | 0% | 33 | – | – | |||
| $360 | 0% | 9 | – | – | |||
| $358 | 0% | 5 | – | – | |||
| $356 | 0% | 2 | – | – | |||
| $352 | 0% | 7 | – | – | |||
| $352 | 0% | 0 -60 | Closed | – | |||
| $350 | 0% | 38 -140 | -79% | -$1.29K | |||
| $350 | 0% | 9 | – | – | |||
| $349 | 0% | 50 | – | – | |||
| $347 | 0% | 17 | New | +$347 | |||
| $343 | 0% | 0 | – | – | |||
| $338 | 0% | 13 +6 | +86% | +$156 | |||
| $333 | 0% | 33 | – | – | |||
| $333 | 0% | 0 | – | – | |||
| $328 | 0% | 0 | – | – | |||
| $326 | 0% | 71 -3 | -4% | -$14 | |||
| $325 | 0% | 0 | – | – | |||
| $324 | 0% | 0 | – | – | |||
| $324 | 0% | 0 | – | – | |||
| $320 | 0% | 6 | – | – | |||
| $317 | 0% | 142 | – | – |
