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 | |
|---|---|---|---|---|---|---|---|
| $122 | 0% | 26 | – | – | |||
| $122 | 0% | 1 | – | – | |||
| $121 | 0% | 50 | – | – | |||
| $118 | 0% | 15 -50 | -77% | -$393 | |||
| $118 | 0% | 41 -65 | -61% | -$187 | |||
| $118 | 0% | 56 | – | – | |||
| $118 | 0% | 0 -44 | Closed | – | |||
| $118 | 0% | 0 | – | – | |||
| $118 | 0% | 0 | – | – | |||
| $116 | 0% | 0 | – | – | |||
| $116 | 0% | 0 | – | – | |||
| $115 | 0% | 5 | – | – | |||
| $115 | 0% | 16 | – | – | |||
| $115 | 0% | 0 | – | – | |||
| $114 | 0% | 0 | – | – | |||
| $114 | 0% | 34 | – | – | |||
| $113 | 0% | 4 | – | – | |||
| $113 | 0% | 0 | – | – | |||
| $112 | 0% | 0 | – | – | |||
| $112 | 0% | 18 | – | – | |||
| $111 | 0% | 0 | – | – | |||
| $110 | 0% | 8 | – | – | |||
| $110 | 0% | 0 -219 | Closed | – | |||
| $109 | 0% | 0 | – | – | |||
| $109 | 0% | 0 -202 | Closed | – |
