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 | |
|---|---|---|---|---|---|---|---|
| $287K | 0.01% | 659 -520 | -44% | -$226K | |||
| $286K | 0.01% | 5,550 +2,336 | +73% | +$120K | |||
| $285K | 0.01% | 2,814 +158 | +6% | +$16K | |||
| $285K | 0.01% | 11,307 +174 | +2% | +$4.39K | |||
| $285K | 0.01% | 10,355 -1,250 | -11% | -$34.4K | |||
| $285K | 0.01% | 7,087 +2,958 | +72% | +$119K | |||
| $284K | 0.01% | 4,113 -231 | -5% | -$16K | |||
| $283K | 0.01% | 6,907 | – | – | |||
| $283K | 0.01% | 3,220 +1,628 | +102% | +$143K | |||
| $283K | 0.01% | 12,914 +180 | +1% | +$3.95K | |||
| $282K | 0.01% | 4,312 | – | – | |||
| $282K | 0.01% | 452 -33 | -7% | -$20.6K | |||
| $281K | 0.01% | 1,672 -467 | -22% | -$78.5K | |||
| $281K | 0.01% | 5,451 -189 | -3% | -$9.73K | |||
| $280K | 0.01% | 4,223 +1,331 | +46% | +$88.2K | |||
| $279K | 0.01% | 6,666 -788 | -11% | -$33K | |||
| $279K | 0.01% | 879 +130 | +17% | +$41.2K | |||
| $278K | 0.01% | 9,462 +4,631 | +96% | +$136K | |||
| $278K | 0.01% | 6,558 -358 | -5% | -$15.2K | |||
| $278K | 0.01% | 496 +159 | +47% | +$89.2K | |||
| $278K | 0.01% | 7,022 +2,342 | +50% | +$92.6K | |||
| $277K | 0.01% | 1,603 +20 | +1% | +$3.46K | |||
| $277K | 0.01% | 8,991 | – | – | |||
| $276K | 0.01% | 4,984 | – | – | |||
| $275K | 0.01% | 1,678 +673 | +67% | +$110K |
