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 | |
|---|---|---|---|---|---|---|---|
| $317 | 0% | 14 | – | – | |||
| $316 | 0% | 0 | – | – | |||
| $315 | 0% | 5 | – | – | |||
| $314 | 0% | 0 -129 | Closed | – | |||
| $312 | 0% | 15 -21 | -58% | -$437 | |||
| $310 | 0% | 16 | – | – | |||
| $308 | 0% | 9 | – | – | |||
| $306 | 0% | 0 -2,713 | Closed | – | |||
| $305 | 0% | 17 | – | – | |||
| $304 | 0% | 11 | – | – | |||
| $303 | 0% | 0 | – | – | |||
| $303 | 0% | 17 | – | – | |||
| $302 | 0% | 51 | – | – | |||
| $300 | 0% | 0 -9 | Closed | – | |||
| $299 | 0% | 7 | – | – | |||
| $297 | 0% | 0 | – | – | |||
| $296 | 0% | 0 | – | – | |||
| $296 | 0% | 0 | – | – | |||
| $294 | 0% | 3 | – | – | |||
| $294 | 0% | 0 | – | – | |||
| $294 | 0% | 22 | – | – | |||
| $293 | 0% | 0 | – | – | |||
| $293 | 0% | 2 | – | – | |||
| $289 | 0% | 90 | New | +$289 | |||
| $287 | 0% | 0 -39 | Closed | – |
