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 | |
|---|---|---|---|---|---|---|---|
| $275K | 0.01% | 2,546 | – | – | |||
| $275K | 0.01% | 2,299 -527 | -19% | -$62.9K | |||
| $274K | 0.01% | 14,464 -45,741 | -76% | -$866K | |||
| $274K | 0.01% | 6,653 | New | +$274K | |||
| $273K | 0.01% | 1,199 -69 | -5% | -$15.7K | |||
| $273K | 0.01% | 5,117 +4,329 | +549% | +$231K | |||
| $273K | 0.01% | 10,646 -800 | -7% | -$20.5K | |||
| $272K | 0.01% | 1,628 -465 | -22% | -$77.6K | |||
| $271K | 0.01% | 2,772 +1,018 | +58% | +$99.7K | |||
| $271K | 0.01% | 11,070 -2,113 | -16% | -$51.7K | |||
| $271K | 0.01% | 24,669 +20,086 | +438% | +$220K | |||
| $270K | 0.01% | 2,639 +4 | +0.2% | +$410 | |||
| $268K | 0.01% | 6,413 +555 | +9% | +$23.2K | |||
| $268K | 0.01% | 1,058 +295 | +39% | +$74.8K | |||
| $266K | 0.01% | 11,914 +477 | +4% | +$10.7K | |||
| $266K | 0.01% | 1,331 +38 | +3% | +$7.59K | |||
| $265K | 0.01% | 597 +230 | +63% | +$102K | |||
| $265K | 0.01% | 2,270 +432 | +24% | +$50.4K | |||
| $265K | 0.01% | 2,120 +296 | +16% | +$37K | |||
| $264K | 0.01% | 1,009 +300 | +42% | +$78.6K | |||
| $264K | 0.01% | 12,888 | New | +$264K | |||
| $264K | 0.01% | 16,925 -122,788 | -88% | -$1.91M | |||
| $263K | 0.01% | 3,811 -6,100 | -62% | -$421K | |||
| $262K | 0.01% | 9,872 +9,214 | +1,400% | +$245K | |||
| $262K | 0.01% | 2,448 +2,319 | +1,798% | +$248K |
