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 | |
|---|---|---|---|---|---|---|---|
| $575K | 0.02% | 22,081 +639 | +3% | +$16.6K | |||
| $575K | 0.02% | 27,399 +26,593 | +3,299% | +$558K | |||
| $573K | 0.02% | 4,420 +362 | +9% | +$47K | |||
| $573K | 0.02% | 9,412 -1,266 | -12% | -$77K | |||
| $566K | 0.02% | 19,429 -383 | -2% | -$11.2K | |||
| $564K | 0.02% | 3,818 +715 | +23% | +$106K | |||
| $560K | 0.02% | 9,337 -4,635 | -33% | -$278K | |||
| $560K | 0.02% | 1,919 +1,803 | +1,554% | +$526K | |||
| $560K | 0.02% | 2,101 +262 | +14% | +$69.8K | |||
| $556K | 0.02% | 54,331 -9,358 | -15% | -$95.8K | |||
| $555K | 0.02% | 25,371 +3,092 | +14% | +$67.6K | |||
| $555K | 0.02% | 14,168 -16,512 | -54% | -$646K | |||
| $553K | 0.02% | 8,319 +3,306 | +66% | +$220K | |||
| $552K | 0.02% | 24,921 +3,492 | +16% | +$77.4K | |||
| $547K | 0.02% | 21,565 +2,947 | +16% | +$74.8K | |||
| $542K | 0.02% | 2,062 -44 | -2% | -$11.6K | |||
| $540K | 0.02% | 9,038 -303 | -3% | -$18.1K | |||
| $538K | 0.02% | 21,889 | – | – | |||
| $536K | 0.02% | 1,739 +884 | +103% | +$273K | |||
| $536K | 0.02% | 12,317 -79 | -0.6% | -$3.44K | |||
| $535K | 0.02% | 6,762 -91 | -1% | -$7.21K | |||
| $535K | 0.02% | 50,000 +9,997 | +25% | +$107K | |||
| $533K | 0.02% | 17,915 +2,061 | +13% | +$61.3K | |||
| $531K | 0.02% | 14,639 +6,267 | +75% | +$227K | |||
| $531K | 0.02% | 7,638 +3,407 | +81% | +$237K |
