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 | |
|---|---|---|---|---|---|---|---|
| $491K | 0.02% | 4,210 +143 | +4% | +$16.7K | |||
| $489K | 0.02% | 19,320 | – | – | |||
| $488K | 0.02% | 1,842 +232 | +14% | +$61.5K | |||
| $487K | 0.01% | 14,250 | – | – | |||
| $487K | 0.01% | 266 -7 | -3% | -$12.8K | |||
| $486K | 0.01% | 17,479 +2,593 | +17% | +$72.2K | |||
| $486K | 0.01% | 2,710 +307 | +13% | +$55.1K | |||
| $486K | 0.01% | 1,491 | – | – | |||
| $486K | 0.01% | 14,641 +4,639 | +46% | +$154K | |||
| $485K | 0.01% | 909 +48 | +6% | +$25.6K | |||
| $483K | 0.01% | 9,695 +9,249 | +2,074% | +$461K | |||
| $483K | 0.01% | 7,431 +6,238 | +523% | +$406K | |||
| $483K | 0.01% | 44,988 -13,726 | -23% | -$147K | |||
| $482K | 0.01% | 4,829 -810 | -14% | -$80.9K | |||
| $480K | 0.01% | 2,378 -91 | -4% | -$18.4K | |||
| $479K | 0.01% | 4,282 -342 | -7% | -$38.2K | |||
| $478K | 0.01% | 23,833 -5,283 | -18% | -$106K | |||
| $474K | 0.01% | 4,746 +113 | +2% | +$11.3K | |||
| $474K | 0.01% | 4,074 +200 | +5% | +$23.3K | |||
| $474K | 0.01% | 12,088 +116 | +1% | +$4.55K | |||
| $474K | 0.01% | 13,205 +2,179 | +20% | +$78.2K | |||
| $473K | 0.01% | 10,663 +344 | +3% | +$15.3K | |||
| $468K | 0.01% | 9,812 -2,352 | -19% | -$112K | |||
| $460K | 0.01% | 6,394 +2,667 | +72% | +$192K | |||
| $460K | 0.01% | 946 -19 | -2% | -$9.24K |
