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 | |
|---|---|---|---|---|---|---|---|
| $201K | 0.01% | 2,298 -25 | -1% | -$2.19K | |||
| $200K | 0.01% | 706 +131 | +23% | +$37.1K | |||
| $200K | 0.01% | 2,837 -2,594 | -48% | -$183K | |||
| $199K | 0.01% | 40,870 -1,000 | -2% | -$4.87K | |||
| $198K | 0.01% | 4,373 +935 | +27% | +$42.3K | |||
| $197K | 0.01% | 1,740 -184 | -10% | -$20.8K | |||
| $196K | 0.01% | 12,099 +3,000 | +33% | +$48.7K | |||
| $196K | 0.01% | 1,376 +44 | +3% | +$6.28K | |||
| $196K | 0.01% | 159 -25 | -14% | -$30.9K | |||
| $196K | 0.01% | 1,965 -148 | -7% | -$14.8K | |||
| $196K | 0.01% | 6,312 +470 | +8% | +$14.6K | |||
| $195K | 0.01% | 1,421 -190 | -12% | -$26.1K | |||
| $195K | 0.01% | 1,352 | – | – | |||
| $194K | 0.01% | 3,229 -1,736 | -35% | -$104K | |||
| $194K | 0.01% | 2,198 +116 | +6% | +$10.2K | |||
| $194K | 0.01% | 1,539 -256 | -14% | -$32.3K | |||
| $194K | 0.01% | 2,413 +266 | +12% | +$21.4K | |||
| $193K | 0.01% | 3,313 +2,591 | +359% | +$151K | |||
| $193K | 0.01% | 8,582 | – | – | |||
| $192K | 0.01% | 7,465 +5,679 | +318% | +$146K | |||
| $192K | 0.01% | 2,078 -1,180 | -36% | -$109K | |||
| $192K | 0.01% | 3,812 -162 | -4% | -$8.14K | |||
| $191K | 0.01% | 935 -40 | -4% | -$8.16K | |||
| $190K | 0.01% | 10,035 +367 | +4% | +$6.97K | |||
| $190K | 0.01% | 3,777 +8 | +0.2% | +$403 |
