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 | 10.7% |
| 2 | Financials | 4.61% |
| 3 | Healthcare | 3.7% |
| 4 | Consumer Discretionary | 3.46% |
| 5 | Industrials | 3.27% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.68M | 0.05% | 33,230 -29,937 | -47% | -$1.51M | |||
| $1.66M | 0.05% | 41,391 -4,844 | -10% | -$195K | |||
| $1.66M | 0.05% | 49,311 +49,180 | +37,542% | +$1.66M | |||
| $1.64M | 0.05% | 9,946 -87 | -0.9% | -$14.3K | |||
| $1.64M | 0.05% | 15,686 +10,984 | +234% | +$1.15M | |||
| $1.62M | 0.05% | 69,785 -2,658 | -4% | -$61.8K | |||
| $1.62M | 0.05% | 54,217 -3,149 | -5% | -$93.9K | |||
| $1.62M | 0.05% | 26,500 -1,093 | -4% | -$66.7K | |||
| $1.61M | 0.05% | 16,220 +6,638 | +69% | +$659K | |||
| $1.6M | 0.05% | 69,103 -2,579 | -4% | -$59.9K | |||
| $1.6M | 0.05% | 59,729 | – | – | |||
| $1.6M | 0.05% | 42,537 +4,284 | +11% | +$161K | |||
| $1.6M | 0.05% | 68,864 | – | – | |||
| $1.59M | 0.05% | 11,807 +1,297 | +12% | +$175K | |||
| $1.58M | 0.05% | 41,261 -5,169 | -11% | -$199K | |||
| $1.58M | 0.05% | 39,611 +7,029 | +22% | +$281K | |||
| $1.58M | 0.05% | 37,469 -6,448 | -15% | -$271K | |||
| $1.58M | 0.05% | 23,256 +1,843 | +9% | +$125K | |||
| $1.57M | 0.05% | 9,114 -817 | -8% | -$141K | |||
| $1.57M | 0.05% | 18,044 -992 | -5% | -$86.2K | |||
| $1.57M | 0.05% | 7,935 +759 | +11% | +$150K | |||
| $1.56M | 0.05% | 3,330 -4,139 | -55% | -$1.94M | |||
| $1.56M | 0.05% | 5,116 +281 | +6% | +$85.8K | |||
| $1.55M | 0.05% | 46,545 +5,068 | +12% | +$168K | |||
| $1.54M | 0.05% | 9,330 -517 | -5% | -$85.6K |
