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 | |
|---|---|---|---|---|---|---|---|
| $325K | 0.01% | 6,846 +4,507 | +193% | +$214K | |||
| $325K | 0.01% | 20,108 +3,848 | +24% | +$62.1K | |||
| $323K | 0.01% | 10,701 +566 | +6% | +$17.1K | |||
| $323K | 0.01% | 4,549 +3,033 | +200% | +$215K | |||
| $322K | 0.01% | 13,569 | New | +$322K | |||
| $322K | 0.01% | 2,316 -345 | -13% | -$47.9K | |||
| $318K | 0.01% | 10,879 -1,455 | -12% | -$42.5K | |||
| $318K | 0.01% | 2,021 -153 | -7% | -$24K | |||
| $316K | 0.01% | 2,436 -434 | -15% | -$56.3K | |||
| $315K | 0.01% | 7,110 +6,433 | +950% | +$285K | |||
| $315K | 0.01% | 1,395 +478 | +52% | +$108K | |||
| $315K | 0.01% | 1,844 -467 | -20% | -$79.7K | |||
| $314K | 0.01% | 8,345 +1,015 | +14% | +$38.2K | |||
| $313K | 0.01% | 10,172 +5,418 | +114% | +$167K | |||
| $313K | 0.01% | 4,189 -1,069 | -20% | -$79.9K | |||
| $311K | 0.01% | 3,237 -1,726 | -35% | -$166K | |||
| $311K | 0.01% | 1,021 +6 | +0.6% | +$1.83K | |||
| $311K | 0.01% | 4,295 -58 | -1% | -$4.2K | |||
| $311K | 0.01% | 7,549 +252 | +3% | +$10.4K | |||
| $310K | 0.01% | 12,151 +9,420 | +345% | +$241K | |||
| $310K | 0.01% | 7,810 -117 | -1% | -$4.65K | |||
| $309K | 0.01% | 14,216 +6,555 | +86% | +$143K | |||
| $308K | 0.01% | 10,678 +571 | +6% | +$16.5K | |||
| $308K | 0.01% | 11,624 +953 | +9% | +$25.2K | |||
| $307K | 0.01% | 3,326 +172 | +5% | +$15.9K |
