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 | |
|---|---|---|---|---|---|---|---|
| $398K | 0.01% | 16,387 -2,175 | -12% | -$52.8K | |||
| $396K | 0.01% | 15,900 -500 | -3% | -$12.5K | |||
| $393K | 0.01% | 5,836 -947 | -14% | -$63.7K | |||
| $392K | 0.01% | 4,540 -554 | -11% | -$47.9K | |||
| $392K | 0.01% | 12,441 +9,407 | +310% | +$297K | |||
| $391K | 0.01% | 16,009 | New | +$391K | |||
| $390K | 0.01% | 479 -7 | -1% | -$5.71K | |||
| $388K | 0.01% | 2,868 +1,247 | +77% | +$169K | |||
| $388K | 0.01% | 7,076 +3,829 | +118% | +$210K | |||
| $388K | 0.01% | 6,497 +3,022 | +87% | +$180K | |||
| $387K | 0.01% | 4,062 +156 | +4% | +$14.9K | |||
| $387K | 0.01% | 1,109 -42 | -4% | -$14.6K | |||
| $386K | 0.01% | 17,133 +2,307 | +16% | +$52K | |||
| $385K | 0.01% | 1,155 -46 | -4% | -$15.3K | |||
| $384K | 0.01% | 4,951 -1,118 | -18% | -$86.6K | |||
| $384K | 0.01% | 11,232 -1,219 | -10% | -$41.6K | |||
| $383K | 0.01% | 1,361 -449 | -25% | -$126K | |||
| $383K | 0.01% | 23,016 -797 | -3% | -$13.3K | |||
| $383K | 0.01% | 31,991 +6 | +0% | +$72 | |||
| $383K | 0.01% | 7,577 -5,781 | -43% | -$292K | |||
| $383K | 0.01% | 13,047 +7,569 | +138% | +$222K | |||
| $381K | 0.01% | 5,645 +180 | +3% | +$12.2K | |||
| $381K | 0.01% | 7,668 +357 | +5% | +$17.7K | |||
| $380K | 0.01% | 2,954 -109 | -4% | -$14K | |||
| $378K | 0.01% | 639 -2 | -0.3% | -$1.18K |
