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 | |
|---|---|---|---|---|---|---|---|
| $137K | 0% | 2,944 +1,300 | +79% | +$60.6K | |||
| $137K | 0% | 925 -9 | -1% | -$1.34K | |||
| $137K | 0% | 4,670 -3,849 | -45% | -$113K | |||
| $137K | 0% | 8,000 | New | +$137K | |||
| $136K | 0% | 4,579 -26 | -0.6% | -$775 | |||
| $136K | 0% | 1,129 +390 | +53% | +$47K | |||
| $136K | 0% | 1,380 -146 | -10% | -$14.4K | |||
| $136K | 0% | 5,742 | New | +$136K | |||
| $136K | 0% | 3,002 -789 | -21% | -$35.7K | |||
| $135K | 0% | 910 +640 | +237% | +$95.2K | |||
| $135K | 0% | 1,286 +48 | +4% | +$5.03K | |||
| $134K | 0% | 2,769 +407 | +17% | +$19.8K | |||
| $134K | 0% | 3,326 +35 | +1% | +$1.41K | |||
| $134K | 0% | 3,341 | – | – | |||
| $134K | 0% | 2,103 +2,018 | +2,374% | +$129K | |||
| $134K | 0% | 2,580 | New | +$134K | |||
| $134K | 0% | 4,013 -3,054 | -43% | -$102K | |||
| $134K | 0% | 4,346 -2,559 | -37% | -$78.9K | |||
| $134K | 0% | 8,273 | – | – | |||
| $134K | 0% | 2,288 -314 | -12% | -$18.4K | |||
| $134K | 0% | 636 -313 | -33% | -$65.8K | |||
| $134K | 0% | 4,477 -300 | -6% | -$8.96K | |||
| $133K | 0% | 638 +88 | +16% | +$18.4K | |||
| $133K | 0% | 3,155 +1,750 | +125% | +$74K | |||
| $133K | 0% | 34,877 +184 | +0.5% | +$703 |
