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 | |
|---|---|---|---|---|---|---|---|
| $234K | 0.01% | 3,488 +743 | +27% | +$49.8K | |||
| $233K | 0.01% | 1,619 -3 | -0.2% | -$432 | |||
| $233K | 0.01% | 3,603 -1,215 | -25% | -$78.5K | |||
| $233K | 0.01% | 1,471 -1,471 | -50% | -$233K | |||
| $233K | 0.01% | 4,971 -2,871 | -37% | -$134K | |||
| $232K | 0.01% | 3,099 -111 | -3% | -$8.32K | |||
| $231K | 0.01% | 3,894 +3,890 | +97,250% | +$231K | |||
| $231K | 0.01% | 4,339 +4,017 | +1,248% | +$214K | |||
| $231K | 0.01% | 5,727 +4,115 | +255% | +$166K | |||
| $230K | 0.01% | 2,084 +64 | +3% | +$7.08K | |||
| $230K | 0.01% | 9,801 -6,199 | -39% | -$145K | |||
| $229K | 0.01% | 194,280 -7,305 | -4% | -$8.62K | |||
| $229K | 0.01% | 6,659 -20,817 | -76% | -$715K | |||
| $229K | 0.01% | 4,949 -2,167 | -30% | -$100K | |||
| $228K | 0.01% | 2,514 +852 | +51% | +$77.4K | |||
| $228K | 0.01% | 10,489 -40 | -0.4% | -$869 | |||
| $227K | 0.01% | 2,704 -8,109 | -75% | -$680K | |||
| $226K | 0.01% | 7,363 +84 | +1% | +$2.58K | |||
| $226K | 0.01% | 3,250 | New | +$226K | |||
| $226K | 0.01% | 4,799 -150 | -3% | -$7.05K | |||
| $225K | 0.01% | 6,867 +557 | +9% | +$18.3K | |||
| $225K | 0.01% | 3,448 +76 | +2% | +$4.95K | |||
| $225K | 0.01% | 4,287 +3,730 | +670% | +$196K | |||
| $224K | 0.01% | 8,427 | – | – | |||
| $224K | 0.01% | 8,645 -11,511 | -57% | -$298K |
