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 | |
|---|---|---|---|---|---|---|---|
| $668K | 0.02% | 8,250 +49 | +0.6% | +$3.97K | |||
| $668K | 0.02% | 4,966 +463 | +10% | +$62.3K | |||
| $667K | 0.02% | 12,771 +1,250 | +11% | +$65.3K | |||
| $667K | 0.02% | 6,067 -349 | -5% | -$38.4K | |||
| $667K | 0.02% | 27,391 +10,287 | +60% | +$250K | |||
| $664K | 0.02% | 9,452 +1,221 | +15% | +$85.7K | |||
| $663K | 0.02% | 30,841 +2,745 | +10% | +$59K | |||
| $660K | 0.02% | 21,812 -6,461 | -23% | -$195K | |||
| $659K | 0.02% | 1,782 +113 | +7% | +$41.8K | |||
| $657K | 0.02% | 14,161 +2,413 | +21% | +$112K | |||
| $656K | 0.02% | 8,930 -3,009 | -25% | -$221K | |||
| $656K | 0.02% | 34,957 +3,059 | +10% | +$57.4K | |||
| $655K | 0.02% | 24,135 -4,396 | -15% | -$119K | |||
| $654K | 0.02% | 15,384 +1,319 | +9% | +$56.1K | |||
| $654K | 0.02% | 24,526 -1,432 | -6% | -$38.2K | |||
| $654K | 0.02% | 10,289 +5,776 | +128% | +$367K | |||
| $652K | 0.02% | 10,353 +4,930 | +91% | +$310K | |||
| $651K | 0.02% | 13,336 +2,730 | +26% | +$133K | |||
| $649K | 0.02% | 13,555 -5,637 | -29% | -$270K | |||
| $649K | 0.02% | 1,024 +656 | +178% | +$416K | |||
| $649K | 0.02% | 6,297 -789 | -11% | -$81.3K | |||
| $645K | 0.02% | 2,191 -15 | -0.7% | -$4.42K | |||
| $641K | 0.02% | 12,759 +8,019 | +169% | +$403K | |||
| $640K | 0.02% | 329 -20 | -6% | -$38.9K | |||
| $640K | 0.02% | 5,685 +47 | +0.8% | +$5.29K |
