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 | |
|---|---|---|---|---|---|---|---|
| $637K | 0.02% | 15,940 +13,406 | +529% | +$535K | |||
| $635K | 0.02% | 7,385 +252 | +4% | +$21.7K | |||
| $634K | 0.02% | 25,406 | – | – | |||
| $627K | 0.02% | 22,726 +2,011 | +10% | +$55.4K | |||
| $625K | 0.02% | 2,876 +38 | +1% | +$8.26K | |||
| $624K | 0.02% | 16,854 +2,077 | +14% | +$76.9K | |||
| $618K | 0.02% | 20,642 +16,049 | +349% | +$481K | |||
| $618K | 0.02% | 13,419 +5,949 | +80% | +$274K | |||
| $617K | 0.02% | 1,173 +221 | +23% | +$116K | |||
| $617K | 0.02% | 11,272 +7,982 | +243% | +$437K | |||
| $616K | 0.02% | 14,381 +140 | +1% | +$5.99K | |||
| $611K | 0.02% | 12,253 +5,185 | +73% | +$259K | |||
| $607K | 0.02% | 16,505 -6,861 | -29% | -$252K | |||
| $607K | 0.02% | 8,967 +348 | +4% | +$23.6K | |||
| $602K | 0.02% | 9,359 -179 | -2% | -$11.5K | |||
| $601K | 0.02% | 19,507 +11,111 | +132% | +$342K | |||
| $596K | 0.02% | 16,395 -3,428 | -17% | -$125K | |||
| $596K | 0.02% | 21,309 +1,000 | +5% | +$28K | |||
| $596K | 0.02% | 3,308 +325 | +11% | +$58.5K | |||
| $594K | 0.02% | 10,234 +2,259 | +28% | +$131K | |||
| $591K | 0.02% | 8,516 -3,042 | -26% | -$211K | |||
| $587K | 0.02% | 19,700 | – | – | |||
| $586K | 0.02% | 4,440 -337 | -7% | -$44.5K | |||
| $579K | 0.02% | 3,834 +77 | +2% | +$11.6K | |||
| $576K | 0.02% | 4,772 +451 | +10% | +$54.4K |
