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 | |
|---|---|---|---|---|---|---|---|
| $190K | 0.01% | 712 -136 | -16% | -$36.3K | |||
| $190K | 0.01% | 5,923 +548 | +10% | +$17.5K | |||
| $189K | 0.01% | 4,091 +544 | +15% | +$25.1K | |||
| $188K | 0.01% | 714 +31 | +5% | +$8.17K | |||
| $187K | 0.01% | 2,269 +54 | +2% | +$4.46K | |||
| $187K | 0.01% | 3,141 | New | +$187K | |||
| $187K | 0.01% | 3,022 +155 | +5% | +$9.57K | |||
| $187K | 0.01% | 4,337 -4,598 | -51% | -$198K | |||
| $186K | 0.01% | 9,585 -831 | -8% | -$16.2K | |||
| $186K | 0.01% | 3,068 | – | – | |||
| $186K | 0.01% | 3,607 -1,241 | -26% | -$64K | |||
| $185K | 0.01% | 6,786 -18,483 | -73% | -$504K | |||
| $185K | 0.01% | 9,624 -1,319 | -12% | -$25.3K | |||
| $185K | 0.01% | 2,419 +567 | +31% | +$43.3K | |||
| $184K | 0.01% | 3,074 +891 | +41% | +$53.2K | |||
| $183K | 0.01% | 20,897 +144 | +0.7% | +$1.26K | |||
| $182K | 0.01% | 538 +51 | +10% | +$17.2K | |||
| $182K | 0.01% | 1,197 -72 | -6% | -$10.9K | |||
| $182K | 0.01% | 4,193 -35,190 | -89% | -$1.52M | |||
| $181K | 0.01% | 6,300 -1,900 | -23% | -$54.6K | |||
| $181K | 0.01% | 3,935 -64 | -2% | -$2.95K | |||
| $181K | 0.01% | 7,540 -500 | -6% | -$12K | |||
| $181K | 0.01% | 16,046 -7,919 | -33% | -$89.4K | |||
| $181K | 0.01% | 2,140 +1 | +0.1% | +$84 | |||
| $180K | 0.01% | 2,068 | – | – |
