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 | |
|---|---|---|---|---|---|---|---|
| $109K | 0% | 1,286 -1,004 | -44% | -$85.3K | |||
| $109K | 0% | 2,939 +2,601 | +770% | +$96.5K | |||
| $109K | 0% | 1,174 -1,000 | -46% | -$92.7K | |||
| $109K | 0% | 1,303 +750 | +136% | +$62.6K | |||
| $109K | 0% | 2,385 +122 | +5% | +$5.56K | |||
| $109K | 0% | 5,113 -1,167 | -19% | -$24.8K | |||
| $109K | 0% | 2,250 | – | – | |||
| $108K | 0% | 541 +17 | +3% | +$3.41K | |||
| $108K | 0% | 4,048 | – | – | |||
| $108K | 0% | 2,505 -7,569 | -75% | -$327K | |||
| $108K | 0% | 4,197 +825 | +24% | +$21.2K | |||
| $108K | 0% | 1,244 -13 | -1% | -$1.13K | |||
| $107K | 0% | 3,438 +9 | +0.3% | +$281 | |||
| $107K | 0% | 1,040 +126 | +14% | +$13K | |||
| $107K | 0% | 4,986 +1,340 | +37% | +$28.8K | |||
| $107K | 0% | 3,000 | New | +$107K | |||
| $107K | 0% | 5,068 +208 | +4% | +$4.38K | |||
| $107K | 0% | 3,015 +5 | +0.2% | +$177 | |||
| $106K | 0% | 3,264 +1,498 | +85% | +$48.9K | |||
| $106K | 0% | 603 -508 | -46% | -$89.6K | |||
| $106K | 0% | 4,640 +1,274 | +38% | +$29.2K | |||
| $106K | 0% | 1,709 -2,328 | -58% | -$145K | |||
| $106K | 0% | 2,272 | New | +$106K | |||
| $106K | 0% | 2,308 +1,193 | +107% | +$54.7K | |||
| $106K | 0% | 2,973 +86 | +3% | +$3.05K |
