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 | |
|---|---|---|---|---|---|---|---|
| $154K | 0% | 1,531 +16 | +1% | +$1.61K | |||
| $153K | 0% | 4,606 +4,600 | +76,667% | +$153K | |||
| $153K | 0% | 10,122 -148 | -1% | -$2.24K | |||
| $153K | 0% | 2,560 +2,490 | +3,557% | +$149K | |||
| $152K | 0% | 3,338 | – | – | |||
| $151K | 0% | 13,423 -5,303 | -28% | -$59.5K | |||
| $150K | 0% | 6,997 +2,955 | +73% | +$63.5K | |||
| $150K | 0% | 4,882 +134 | +3% | +$4.13K | |||
| $150K | 0% | 5,378 -938 | -15% | -$26.2K | |||
| $150K | 0% | 980 -45 | -4% | -$6.89K | |||
| $150K | 0% | 2,429 -3,665 | -60% | -$226K | |||
| $149K | 0% | 2,632 +1,807 | +219% | +$103K | |||
| $149K | 0% | 4,708 +4,315 | +1,098% | +$137K | |||
| $149K | 0% | 787 -19 | -2% | -$3.59K | |||
| $149K | 0% | 3,520 +586 | +20% | +$24.8K | |||
| $149K | 0% | 8,213 +8,210 | +273,667% | +$149K | |||
| $147K | 0% | 1,155 -221 | -16% | -$28.2K | |||
| $146K | 0% | 4,744 | – | – | |||
| $146K | 0% | 849 +75 | +10% | +$12.9K | |||
| $146K | 0% | 4,826 +545 | +13% | +$16.5K | |||
| $146K | 0% | 5,364 +63 | +1% | +$1.72K | |||
| $146K | 0% | 5,971 +1,841 | +45% | +$45K | |||
| $146K | 0% | 6,862 +3,620 | +112% | +$76.9K | |||
| $146K | 0% | 789 +468 | +146% | +$86.4K | |||
| $145K | 0% | 4,959 +34 | +0.7% | +$997 |
