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 | |
|---|---|---|---|---|---|---|---|
| $708K | 0.02% | 21,625 +1,272 | +6% | +$41.7K | |||
| $708K | 0.02% | 8,673 +2,541 | +41% | +$207K | |||
| $708K | 0.02% | 3,718 +1,627 | +78% | +$310K | |||
| $706K | 0.02% | 16,727 +3,123 | +23% | +$132K | |||
| $701K | 0.02% | 25,534 +16,261 | +175% | +$447K | |||
| $696K | 0.02% | 11,807 +190 | +2% | +$11.2K | |||
| $693K | 0.02% | 16,755 +11,870 | +243% | +$491K | |||
| $693K | 0.02% | 161,921 +83,481 | +106% | +$357K | |||
| $692K | 0.02% | 8,183 -1,994 | -20% | -$169K | |||
| $692K | 0.02% | 12,639 +2,595 | +26% | +$142K | |||
| $691K | 0.02% | 5,666 -7 | -0.1% | -$853 | |||
| $691K | 0.02% | 18,331 +138 | +0.8% | +$5.2K | |||
| $690K | 0.02% | 15,801 -9,263 | -37% | -$405K | |||
| $690K | 0.02% | 27,597 +5,875 | +27% | +$147K | |||
| $689K | 0.02% | 3,352 +242 | +8% | +$49.7K | |||
| $687K | 0.02% | 10,804 -1,002 | -8% | -$63.7K | |||
| $686K | 0.02% | 7,521 +2,867 | +62% | +$262K | |||
| $683K | 0.02% | 9,146 -347 | -4% | -$25.9K | |||
| $680K | 0.02% | 4,094 +359 | +10% | +$59.6K | |||
| $678K | 0.02% | 10,675 +279 | +3% | +$17.7K | |||
| $676K | 0.02% | 26,721 -2,549 | -9% | -$64.5K | |||
| $675K | 0.02% | 14,192 +334 | +2% | +$15.9K | |||
| $675K | 0.02% | 4,631 -390 | -8% | -$56.8K | |||
| $674K | 0.02% | 29,306 +5,404 | +23% | +$124K | |||
| $669K | 0.02% | 2,862 +355 | +14% | +$82.9K |
