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 | |
|---|---|---|---|---|---|---|---|
| $998K | 0.03% | 23,720 +2,334 | +11% | +$98.2K | |||
| $995K | 0.03% | 5,773 -1,307 | -18% | -$225K | |||
| $990K | 0.03% | 258 +1 | +0.4% | +$3.84K | |||
| $979K | 0.03% | 2,626 +387 | +17% | +$144K | |||
| $977K | 0.03% | 71,656 +61,525 | +607% | +$839K | |||
| $976K | 0.03% | 17,174 +164 | +1% | +$9.32K | |||
| $975K | 0.03% | 48,286 | – | – | |||
| $973K | 0.03% | 35,329 +3,228 | +10% | +$88.9K | |||
| $972K | 0.03% | 10,182 -12,747 | -56% | -$1.22M | |||
| $969K | 0.03% | 7,688 +440 | +6% | +$55.4K | |||
| $968K | 0.03% | 46,193 -6,735 | -13% | -$141K | |||
| $966K | 0.03% | 16,772 -211 | -1% | -$12.1K | |||
| $962K | 0.03% | 6,734 -295 | -4% | -$42.2K | |||
| $961K | 0.03% | 23,560 -8,068 | -26% | -$329K | |||
| $960K | 0.03% | 17,114 +11,570 | +209% | +$649K | |||
| $959K | 0.03% | 13,009 +943 | +8% | +$69.5K | |||
| $957K | 0.03% | 25,120 +1,140 | +5% | +$43.4K | |||
| $955K | 0.03% | 12,999 +12,596 | +3,126% | +$925K | |||
| $954K | 0.03% | 148,309 +148,303 | +2,471,717% | +$954K | |||
| $952K | 0.03% | 3,995 +17 | +0.4% | +$4.05K | |||
| $951K | 0.03% | 5,923 -474 | -7% | -$76.1K | |||
| $948K | 0.03% | 20,160 +9,522 | +90% | +$448K | |||
| $946K | 0.03% | 13,898 | – | – | |||
| $945K | 0.03% | 7,150 +1,442 | +25% | +$191K | |||
| $945K | 0.03% | 94,202 +18,977 | +25% | +$190K |
