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 | |
|---|---|---|---|---|---|---|---|
| $362K | 0.01% | 4,663 -242 | -5% | -$18.8K | |||
| $361K | 0.01% | 9,235 -1,110 | -11% | -$43.4K | |||
| $360K | 0.01% | 2,648 +797 | +43% | +$108K | |||
| $360K | 0.01% | 3,230 +1,827 | +130% | +$203K | |||
| $359K | 0.01% | 1,262 +98 | +8% | +$27.9K | |||
| $357K | 0.01% | 3,883 +1,242 | +47% | +$114K | |||
| $357K | 0.01% | 21,819 | – | – | |||
| $355K | 0.01% | 4,042 +786 | +24% | +$69.1K | |||
| $354K | 0.01% | 29,123 -3,000 | -9% | -$36.5K | |||
| $354K | 0.01% | 5,833 +58 | +1% | +$3.52K | |||
| $354K | 0.01% | 20,930 +19,930 | +1,993% | +$337K | |||
| $354K | 0.01% | 50,166 +5,042 | +11% | +$35.5K | |||
| $353K | 0.01% | 3,327 -735 | -18% | -$78.1K | |||
| $353K | 0.01% | 14,350 | – | – | |||
| $351K | 0.01% | 7,371 +938 | +15% | +$44.7K | |||
| $351K | 0.01% | 4,559 | – | – | |||
| $351K | 0.01% | 12,636 | New | +$351K | |||
| $350K | 0.01% | 1,599 +49 | +3% | +$10.7K | |||
| $350K | 0.01% | 4,985 +4,977 | +62,213% | +$349K | |||
| $349K | 0.01% | 10,339 +31 | +0.3% | +$1.05K | |||
| $349K | 0.01% | 4,173 +1,761 | +73% | +$147K | |||
| $347K | 0.01% | 8,471 +496 | +6% | +$20.3K | |||
| $346K | 0.01% | 8,406 +186 | +2% | +$7.66K | |||
| $346K | 0.01% | 11,191 +504 | +5% | +$15.6K | |||
| $344K | 0.01% | 32,097 +320 | +1% | +$3.43K |
