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 | |
|---|---|---|---|---|---|---|---|
| $287 | 0% | 37 -360 | -91% | -$2.79K | |||
| $287 | 0% | 10 | – | – | |||
| $286 | 0% | 47 -35 | -43% | -$213 | |||
| $285 | 0% | 0 | – | – | |||
| $285 | 0% | 1,426 -5 | -0.4% | -$1 | |||
| $282 | 0% | 0 | – | – | |||
| $281 | 0% | 0 | – | – | |||
| $280 | 0% | 8 | – | – | |||
| $279 | 0% | 10 | – | – | |||
| $279 | 0% | 0 | – | – | |||
| $278 | 0% | 5 | – | – | |||
| $277 | 0% | 114 | – | – | |||
| $276 | 0% | 0 | – | – | |||
| $276 | 0% | 0 | – | – | |||
| $275 | 0% | 11 | – | – | |||
| $267 | 0% | 0 -35 | Closed | – | |||
| $266 | 0% | 303 -75,802 | -100% | -$66.5K | |||
| $265 | 0% | 13 | – | – | |||
| $265 | 0% | 3 | – | – | |||
| $263 | 0% | 33 -50 | -60% | -$398 | |||
| $262 | 0% | 10 | – | – | |||
| $262 | 0% | 259 -17 | -6% | -$17 | |||
| $262 | 0% | 0 | – | – | |||
| $258 | 0% | 9 | – | – | |||
| $258 | 0% | 0 | – | – |
