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 | |
|---|---|---|---|---|---|---|---|
| $764K | 0.02% | 16,272 +2 | +0% | +$94 | |||
| $760K | 0.02% | 3,153 | – | – | |||
| $755K | 0.02% | 6,787 +1,062 | +19% | +$118K | |||
| $752K | 0.02% | 18,389 -241 | -1% | -$9.86K | |||
| $750K | 0.02% | 20,056 -21,555 | -52% | -$806K | |||
| $746K | 0.02% | 25,978 +2,419 | +10% | +$69.5K | |||
| $744K | 0.02% | 2,156 +416 | +24% | +$144K | |||
| $738K | 0.02% | 23,853 +980 | +4% | +$30.3K | |||
| $738K | 0.02% | 3,551 -15 | -0.4% | -$3.12K | |||
| $732K | 0.02% | 22,690 +22,190 | +4,438% | +$716K | |||
| $732K | 0.02% | 23,606 +1,140 | +5% | +$35.4K | |||
| $727K | 0.02% | 8,527 +513 | +6% | +$43.7K | |||
| $726K | 0.02% | 15,513 +3,195 | +26% | +$150K | |||
| $723K | 0.02% | 32,788 +2,350 | +8% | +$51.8K | |||
| $722K | 0.02% | 9,570 | New | +$722K | |||
| $722K | 0.02% | 8,485 +626 | +8% | +$53.2K | |||
| $718K | 0.02% | 9,338 +5,492 | +143% | +$422K | |||
| $718K | 0.02% | 88,407 -2,458 | -3% | -$20K | |||
| $717K | 0.02% | 2,905 | – | – | |||
| $717K | 0.02% | 1,255 +43 | +4% | +$24.6K | |||
| $716K | 0.02% | 4,861 +345 | +8% | +$50.8K | |||
| $715K | 0.02% | 18,922 -22,753 | -55% | -$860K | |||
| $714K | 0.02% | 15,737 +783 | +5% | +$35.5K | |||
| $713K | 0.02% | 24,713 +6,843 | +38% | +$197K | |||
| $710K | 0.02% | 5,507 -87 | -2% | -$11.2K |
