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 | |
|---|---|---|---|---|---|---|---|
| $180K | 0.01% | 5,827 +343 | +6% | +$10.6K | |||
| $180K | 0.01% | 1,428 | – | – | |||
| $180K | 0.01% | 4,699 -69 | -1% | -$2.64K | |||
| $179K | 0.01% | 2,119 -1,671 | -44% | -$141K | |||
| $179K | 0.01% | 5,091 | – | – | |||
| $179K | 0.01% | 4,183 +109 | +3% | +$4.66K | |||
| $178K | 0.01% | 1,565 -109 | -7% | -$12.4K | |||
| $178K | 0.01% | 6,044 -3,284 | -35% | -$96.6K | |||
| $177K | 0.01% | 3,316 -62 | -2% | -$3.32K | |||
| $176K | 0.01% | 2,259 -52 | -2% | -$4.05K | |||
| $176K | 0.01% | 3,442 | – | – | |||
| $175K | 0.01% | 4,706 -30 | -0.6% | -$1.12K | |||
| $174K | 0.01% | 1,544 -98 | -6% | -$11.1K | |||
| $174K | 0.01% | 3,947 -106 | -3% | -$4.68K | |||
| $174K | 0.01% | 4,182 +1,049 | +33% | +$43.7K | |||
| $173K | 0.01% | 7,128 | – | – | |||
| $173K | 0.01% | 866 +699 | +419% | +$140K | |||
| $173K | 0.01% | 4,744 -290 | -6% | -$10.6K | |||
| $173K | 0.01% | 697 +429 | +160% | +$106K | |||
| $172K | 0.01% | 1,100 -125 | -10% | -$19.6K | |||
| $172K | 0.01% | 4,352 +277 | +7% | +$10.9K | |||
| $171K | 0.01% | 501 +4 | +0.8% | +$1.37K | |||
| $171K | 0.01% | 2,591 +56 | +2% | +$3.7K | |||
| $171K | 0.01% | 16,501 -5,824 | -26% | -$60.3K | |||
| $171K | 0.01% | 26,716 +5,997 | +29% | +$38.3K |
