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 | |
|---|---|---|---|---|---|---|---|
| $223K | 0.01% | 1,397 | – | – | |||
| $223K | 0.01% | 1,728 +1,327 | +331% | +$171K | |||
| $223K | 0.01% | 2,736 -62 | -2% | -$5.05K | |||
| $222K | 0.01% | 2,653 -39 | -1% | -$3.27K | |||
| $222K | 0.01% | 8,740 +49 | +0.6% | +$1.25K | |||
| $222K | 0.01% | 2,280 +540 | +31% | +$52.5K | |||
| $222K | 0.01% | 11,077 -834 | -7% | -$16.7K | |||
| $221K | 0.01% | 403 -175 | -30% | -$96.1K | |||
| $221K | 0.01% | 7,079 -86 | -1% | -$2.68K | |||
| $220K | 0.01% | 942 -22 | -2% | -$5.13K | |||
| $217K | 0.01% | 2,248 +98 | +5% | +$9.46K | |||
| $216K | 0.01% | 2,423 +450 | +23% | +$40.1K | |||
| $215K | 0.01% | 2,891 +1,275 | +79% | +$94.9K | |||
| $215K | 0.01% | 1,736 -1,039 | -37% | -$129K | |||
| $215K | 0.01% | 2,294 +228 | +11% | +$21.4K | |||
| $215K | 0.01% | 3,934 +1,618 | +70% | +$88.3K | |||
| $215K | 0.01% | 1,350 +8 | +0.6% | +$1.27K | |||
| $214K | 0.01% | 2,567 +242 | +10% | +$20.2K | |||
| $214K | 0.01% | 3,631 +1,864 | +105% | +$110K | |||
| $214K | 0.01% | 1,032 +138 | +15% | +$28.6K | |||
| $213K | 0.01% | 6,631 | – | – | |||
| $212K | 0.01% | 2,267 +2,201 | +3,335% | +$206K | |||
| $211K | 0.01% | 3,041 +35 | +1% | +$2.43K | |||
| $211K | 0.01% | 3,230 +128 | +4% | +$8.38K | |||
| $211K | 0.01% | 9,852 -9,852 | -50% | -$211K |
