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 | |
|---|---|---|---|---|---|---|---|
| $306K | 0.01% | 827 +656 | +384% | +$243K | |||
| $305K | 0.01% | 2,217 -484 | -18% | -$66.7K | |||
| $305K | 0.01% | 4,487 -1,241 | -22% | -$84.4K | |||
| $304K | 0.01% | 10,000 | – | – | |||
| $304K | 0.01% | 11,337 +561 | +5% | +$15K | |||
| $303K | 0.01% | 6,937 +5,399 | +351% | +$236K | |||
| $303K | 0.01% | 1,223 -40 | -3% | -$9.9K | |||
| $302K | 0.01% | 1,179 -73 | -6% | -$18.7K | |||
| $302K | 0.01% | 6,948 -794 | -10% | -$34.5K | |||
| $300K | 0.01% | 160 | – | – | |||
| $299K | 0.01% | 9,643 +908 | +10% | +$28.1K | |||
| $299K | 0.01% | 2,577 -131 | -5% | -$15.2K | |||
| $294K | 0.01% | 686 +6 | +0.9% | +$2.57K | |||
| $293K | 0.01% | 7,241 -226 | -3% | -$9.14K | |||
| $292K | 0.01% | 3,030 +69 | +2% | +$6.64K | |||
| $292K | 0.01% | 5,479 -518 | -9% | -$27.6K | |||
| $291K | 0.01% | 1,988 +1,122 | +130% | +$164K | |||
| $289K | 0.01% | 1,745 -461 | -21% | -$76.5K | |||
| $289K | 0.01% | 11,641 +4,103 | +54% | +$102K | |||
| $289K | 0.01% | 497 -326 | -40% | -$190K | |||
| $288K | 0.01% | 1,059 -88 | -8% | -$24K | |||
| $288K | 0.01% | 2,729 +1,413 | +107% | +$149K | |||
| $288K | 0.01% | 6,915 +2,519 | +57% | +$105K | |||
| $287K | 0.01% | 1,249 -85 | -6% | -$19.5K | |||
| $287K | 0.01% | 749 +91 | +14% | +$34.9K |
