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 | |
|---|---|---|---|---|---|---|---|
| $344K | 0.01% | 7,282 +209 | +3% | +$9.87K | |||
| $343K | 0.01% | 12,955 -350 | -3% | -$9.28K | |||
| $343K | 0.01% | 10,000 | – | – | |||
| $343K | 0.01% | 3,729 -63 | -2% | -$5.79K | |||
| $342K | 0.01% | 1,009 +183 | +22% | +$62K | |||
| $339K | 0.01% | 4,271 +2 | +0.1% | +$159 | |||
| $339K | 0.01% | 3,275 -44 | -1% | -$4.56K | |||
| $339K | 0.01% | 9,787 +190 | +2% | +$6.59K | |||
| $338K | 0.01% | 9,349 +9,200 | +6,175% | +$333K | |||
| $338K | 0.01% | 3,467 -6,211 | -64% | -$605K | |||
| $336K | 0.01% | 1,796 +984 | +121% | +$184K | |||
| $336K | 0.01% | 1,057 +29 | +3% | +$9.21K | |||
| $336K | 0.01% | 10,380 -46 | -0.4% | -$1.49K | |||
| $335K | 0.01% | 2,571 -35 | -1% | -$4.57K | |||
| $335K | 0.01% | 9,848 +553 | +6% | +$18.8K | |||
| $333K | 0.01% | 3,674 -155 | -4% | -$14.1K | |||
| $332K | 0.01% | 1,265 +1,128 | +823% | +$296K | |||
| $328K | 0.01% | 17,226 +785 | +5% | +$14.9K | |||
| $328K | 0.01% | 12,930 +1,540 | +14% | +$39.1K | |||
| $328K | 0.01% | 7,777 +4,473 | +135% | +$188K | |||
| $328K | 0.01% | 6,164 +326 | +6% | +$17.3K | |||
| $327K | 0.01% | 4,595 -1,366 | -23% | -$97.2K | |||
| $325K | 0.01% | 12,399 +1,327 | +12% | +$34.8K | |||
| $325K | 0.01% | 3,292 -47 | -1% | -$4.64K | |||
| $325K | 0.01% | 16,869 +332 | +2% | +$6.39K |
