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 | |
|---|---|---|---|---|---|---|---|
| $1.12M | 0.03% | 17,050 +13,159 | +338% | +$863K | |||
| $1.11M | 0.03% | 44,328 +625 | +1% | +$15.7K | |||
| $1.1M | 0.03% | 1,665 -1,250 | -43% | -$828K | |||
| $1.1M | 0.03% | 3,632 -176 | -5% | -$53.2K | |||
| $1.1M | 0.03% | 3,715 +100 | +3% | +$29.5K | |||
| $1.09M | 0.03% | 22,533 -3,656 | -14% | -$177K | |||
| $1.09M | 0.03% | 7,023 +658 | +10% | +$102K | |||
| $1.09M | 0.03% | 21,667 +7,544 | +53% | +$378K | |||
| $1.08M | 0.03% | 47,344 +2,589 | +6% | +$59.2K | |||
| $1.08M | 0.03% | 44,609 | New | +$1.08M | |||
| $1.07M | 0.03% | 9,193 +1,470 | +19% | +$171K | |||
| $1.07M | 0.03% | 26,143 -2,463 | -9% | -$101K | |||
| $1.07M | 0.03% | 91,642 -11,919 | -12% | -$139K | |||
| $1.06M | 0.03% | 12,807 +716 | +6% | +$59.2K | |||
| $1.06M | 0.03% | 5,761 +3,659 | +174% | +$671K | |||
| $1.06M | 0.03% | 11,084 -621 | -5% | -$59.2K | |||
| $1.05M | 0.03% | 5,090 +724 | +17% | +$149K | |||
| $1.05M | 0.03% | 3,338 -79 | -2% | -$24.8K | |||
| $1.04M | 0.03% | 4,418 +842 | +24% | +$197K | |||
| $1.03M | 0.03% | 20,894 | New | +$1.03M | |||
| $1.02M | 0.03% | 12,670 +7,130 | +129% | +$573K | |||
| $1.01M | 0.03% | 41,877 -247 | -0.6% | -$5.97K | |||
| $1.01M | 0.03% | 19,873 -203 | -1% | -$10.3K | |||
| $1M | 0.03% | 29,860 -61,305 | -67% | -$2.05M | |||
| $1,000K | 0.03% | 28,000 -2,285 | -8% | -$81.6K |
