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 | |
|---|---|---|---|---|---|---|---|
| $105K | 0% | 2,110 +38 | +2% | +$1.9K | |||
| $105K | 0% | 353 +47 | +15% | +$14K | |||
| $105K | 0% | 3,479 +142 | +4% | +$4.27K | |||
| $104K | 0% | 923 +266 | +40% | +$30.1K | |||
| $104K | 0% | 8,843 -1,133 | -11% | -$13.3K | |||
| $104K | 0% | 3,546 | – | – | |||
| $104K | 0% | 4,000 | New | +$104K | |||
| $103K | 0% | 1,026 -112 | -10% | -$11.3K | |||
| $103K | 0% | 6,245 -1,062 | -15% | -$17.5K | |||
| $103K | 0% | 406 +59 | +17% | +$15K | |||
| $103K | 0% | 1,824 +30 | +2% | +$1.7K | |||
| $103K | 0% | 650 +410 | +171% | +$64.7K | |||
| $102K | 0% | 538 +529 | +5,878% | +$101K | |||
| $102K | 0% | 1,844 -100 | -5% | -$5.55K | |||
| $102K | 0% | 3,247 | New | +$102K | |||
| $102K | 0% | 562 +516 | +1,122% | +$93.5K | |||
| $102K | 0% | 6,240 | – | – | |||
| $102K | 0% | 1,044 +92 | +10% | +$8.95K | |||
| $101K | 0% | 1,661 +1,611 | +3,222% | +$98.2K | |||
| $101K | 0% | 3,759 | – | – | |||
| $101K | 0% | 1,943 +50 | +3% | +$2.6K | |||
| $101K | 0% | 9,615 -3,650 | -28% | -$38.3K | |||
| $101K | 0% | 4,490 | – | – | |||
| $101K | 0% | 652 +282 | +76% | +$43.5K | |||
| $100K | 0% | 2,832 +565 | +25% | +$20K |
