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 | |
|---|---|---|---|---|---|---|---|
| $459K | 0.01% | 4,635 +710 | +18% | +$70.4K | |||
| $458K | 0.01% | 8,546 -246 | -3% | -$13.2K | |||
| $457K | 0.01% | 11,785 -607 | -5% | -$23.5K | |||
| $455K | 0.01% | 1,876 +388 | +26% | +$94.1K | |||
| $454K | 0.01% | 7,370 +1,055 | +17% | +$65K | |||
| $451K | 0.01% | 1,774 -711 | -29% | -$181K | |||
| $450K | 0.01% | 5,058 -63 | -1% | -$5.61K | |||
| $450K | 0.01% | 18,950 | New | +$450K | |||
| $449K | 0.01% | 2,773 -258 | -9% | -$41.8K | |||
| $447K | 0.01% | 14,159 -586 | -4% | -$18.5K | |||
| $446K | 0.01% | 6,278 -20,394 | -76% | -$1.45M | |||
| $444K | 0.01% | 2,689 +2,664 | +10,656% | +$440K | |||
| $444K | 0.01% | 3,068 -268 | -8% | -$38.8K | |||
| $444K | 0.01% | 4,635 +3,565 | +333% | +$341K | |||
| $442K | 0.01% | 2,899 +186 | +7% | +$28.4K | |||
| $442K | 0.01% | 6,103 +3,246 | +114% | +$235K | |||
| $442K | 0.01% | 8,044 -1,626 | -17% | -$89.3K | |||
| $440K | 0.01% | 1,023 -46 | -4% | -$19.8K | |||
| $439K | 0.01% | 6,466 +23 | +0.4% | +$1.56K | |||
| $439K | 0.01% | 6,195 +549 | +10% | +$38.9K | |||
| $438K | 0.01% | 17,492 -1,258 | -7% | -$31.5K | |||
| $438K | 0.01% | 6,598 -4,713 | -42% | -$313K | |||
| $436K | 0.01% | 34,158 -3,531 | -9% | -$45.1K | |||
| $432K | 0.01% | 2,465 +833 | +51% | +$146K | |||
| $431K | 0.01% | 8,694 -18 | -0.2% | -$891 |
