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 | |
|---|---|---|---|---|---|---|---|
| $231 | 0% | 0 | – | – | |||
| $229 | 0% | 53 -118 | -69% | -$510 | |||
| $229 | 0% | 0 | – | – | |||
| $229 | 0% | 9 | – | – | |||
| $229 | 0% | 11 | – | – | |||
| $229 | 0% | 0 | – | – | |||
| $227 | 0% | 19 | – | – | |||
| $225 | 0% | 0 | – | – | |||
| $224 | 0% | 0 | – | – | |||
| $223 | 0% | 7 -2,399 | -100% | -$76.4K | |||
| $222 | 0% | 22 | – | – | |||
| $222 | 0% | 0 | – | – | |||
| $221 | 0% | 0 | – | – | |||
| $220 | 0% | 26 | – | – | |||
| $219 | 0% | 10 | – | – | |||
| $219 | 0% | 0 | – | – | |||
| $218 | 0% | 0 | – | – | |||
| $217 | 0% | 11 | – | – | |||
| $217 | 0% | 0 | – | – | |||
| $217 | 0% | 15 | – | – | |||
| $215 | 0% | 0 | – | – | |||
| $215 | 0% | 100 -2,000 | -95% | -$4.3K | |||
| $212 | 0% | 0 | – | – | |||
| $211 | 0% | 14 | – | – | |||
| $210 | 0% | 0 | – | – |
