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 | |
|---|---|---|---|---|---|---|---|
| $376K | 0.01% | 4,480 -716 | -14% | -$60.1K | |||
| $375K | 0.01% | 6,625 +6,159 | +1,322% | +$348K | |||
| $374K | 0.01% | 2,444 +1,017 | +71% | +$156K | |||
| $374K | 0.01% | 271 +32 | +13% | +$44.2K | |||
| $374K | 0.01% | 12,219 | – | – | |||
| $374K | 0.01% | 4,989 +253 | +5% | +$18.9K | |||
| $374K | 0.01% | 3,135 -134 | -4% | -$16K | |||
| $372K | 0.01% | 81 +8 | +11% | +$36.7K | |||
| $371K | 0.01% | 4,522 | New | +$371K | |||
| $371K | 0.01% | 8,501 -144 | -2% | -$6.28K | |||
| $370K | 0.01% | 3,362 +2,160 | +180% | +$238K | |||
| $370K | 0.01% | 12,632 | – | – | |||
| $370K | 0.01% | 9,037 | – | – | |||
| $369K | 0.01% | 7,696 -5,476 | -42% | -$263K | |||
| $369K | 0.01% | 15,278 +3,081 | +25% | +$74.4K | |||
| $367K | 0.01% | 7,712 -2,093 | -21% | -$99.7K | |||
| $367K | 0.01% | 5,752 +517 | +10% | +$32.9K | |||
| $366K | 0.01% | 9,122 | New | +$366K | |||
| $365K | 0.01% | 19,540 +10,057 | +106% | +$188K | |||
| $365K | 0.01% | 7,291 -2,381 | -25% | -$119K | |||
| $364K | 0.01% | 1,390 -37 | -3% | -$9.69K | |||
| $364K | 0.01% | 866 -37 | -4% | -$15.5K | |||
| $363K | 0.01% | 5,658 +1,355 | +31% | +$87K | |||
| $362K | 0.01% | 3,615 +158 | +5% | +$15.8K | |||
| $362K | 0.01% | 5,515 -312 | -5% | -$20.5K |
