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 | |
|---|---|---|---|---|---|---|---|
| $838K | 0.03% | 33,641 +8,584 | +34% | +$214K | |||
| $826K | 0.03% | 7,035 +2,510 | +55% | +$295K | |||
| $825K | 0.03% | 7,813 +36 | +0.5% | +$3.8K | |||
| $822K | 0.03% | 21,588 +3,900 | +22% | +$149K | |||
| $805K | 0.02% | 106,320 | New | +$805K | |||
| $802K | 0.02% | 21,769 +1,958 | +10% | +$72.1K | |||
| $798K | 0.02% | 1 | – | – | |||
| $798K | 0.02% | 9,944 -5,290 | -35% | -$425K | |||
| $798K | 0.02% | 17,996 +439 | +3% | +$19.5K | |||
| $795K | 0.02% | 38,336 +8,343 | +28% | +$173K | |||
| $795K | 0.02% | 15,581 +1,612 | +12% | +$82.3K | |||
| $792K | 0.02% | 15,711 +966 | +7% | +$48.7K | |||
| $792K | 0.02% | 5,664 -1,517 | -21% | -$212K | |||
| $786K | 0.02% | 70,125 -8,982 | -11% | -$101K | |||
| $786K | 0.02% | 30,744 -2,771 | -8% | -$70.8K | |||
| $784K | 0.02% | 38,717 +11,899 | +44% | +$241K | |||
| $784K | 0.02% | 31,016 -2,449 | -7% | -$61.9K | |||
| $784K | 0.02% | 6,559 -1,894 | -22% | -$226K | |||
| $782K | 0.02% | 29,916 +1,476 | +5% | +$38.6K | |||
| $779K | 0.02% | 10,234 -2,324 | -19% | -$177K | |||
| $777K | 0.02% | 9,620 +6,877 | +251% | +$556K | |||
| $775K | 0.02% | 23,853 +23,603 | +9,441% | +$767K | |||
| $772K | 0.02% | 5,673 -1,343 | -19% | -$183K | |||
| $770K | 0.02% | 21,591 -5,470 | -20% | -$195K | |||
| $769K | 0.02% | 21,007 +19,629 | +1,424% | +$719K |
