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 | |
|---|---|---|---|---|---|---|---|
| $119K | 0% | 1,866 -4,985 | -73% | -$318K | |||
| $119K | 0% | 3,288 +10 | +0.3% | +$362 | |||
| $119K | 0% | 1,206 | – | – | |||
| $118K | 0% | 297 -6 | -2% | -$2.39K | |||
| $118K | 0% | 865 +70 | +9% | +$9.58K | |||
| $118K | 0% | 18,913 -301,657 | -94% | -$1.89M | |||
| $118K | 0% | 331 -315 | -49% | -$112K | |||
| $118K | 0% | 3,400 | – | – | |||
| $118K | 0% | 1,817 -263 | -13% | -$17K | |||
| $117K | 0% | 3,716 +5 | +0.1% | +$157 | |||
| $117K | 0% | 786 +57 | +8% | +$8.47K | |||
| $117K | 0% | 407 +362 | +804% | +$104K | |||
| $116K | 0% | 368 +8 | +2% | +$2.53K | |||
| $116K | 0% | 453 +13 | +3% | +$3.34K | |||
| $116K | 0% | 1,204 +1,173 | +3,784% | +$113K | |||
| $116K | 0% | 2,493 +1,693 | +212% | +$78.8K | |||
| $116K | 0% | 5,977 | – | – | |||
| $116K | 0% | 746 -35 | -4% | -$5.44K | |||
| $116K | 0% | 3,483 | – | – | |||
| $116K | 0% | 1,690 -259 | -13% | -$17.8K | |||
| $116K | 0% | 4,328 +1,006 | +30% | +$26.9K | |||
| $116K | 0% | 4,045 +974 | +32% | +$27.8K | |||
| $116K | 0% | 2,500 -1,000 | -29% | -$46.2K | |||
| $115K | 0% | 4,513 -673 | -13% | -$17.2K | |||
| $115K | 0% | 1,747 +247 | +16% | +$16.3K |
