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 | |
|---|---|---|---|---|---|---|---|
| $100K | 0% | 4,000 | – | – | |||
| $100K | 0% | 1,570 | New | +$100K | |||
| $100K | 0% | 1,008 | – | – | |||
| $99.7K | 0% | 3,221 +69 | +2% | +$2.14K | |||
| $99.5K | 0% | 2,462 | – | – | |||
| $99.5K | 0% | 1,867 +171 | +10% | +$9.11K | |||
| $99.4K | 0% | 5,831 +95 | +2% | +$1.62K | |||
| $98.7K | 0% | 1,211 -23 | -2% | -$1.87K | |||
| $98.4K | 0% | 3,406 -1,258 | -27% | -$36.4K | |||
| $98.4K | 0% | 2,481 +1,516 | +157% | +$60.1K | |||
| $98.2K | 0% | 735 -390 | -35% | -$52.1K | |||
| $98K | 0% | 502 +23 | +5% | +$4.49K | |||
| $97.9K | 0% | 898 | – | – | |||
| $97.8K | 0% | 1,073 | – | – | |||
| $97.8K | 0% | 4,258 -1,115 | -21% | -$25.6K | |||
| $97.6K | 0% | 1,948 +316 | +19% | +$15.8K | |||
| $97.2K | 0% | 862 -1,384 | -62% | -$156K | |||
| $97.1K | 0% | 3,784 +776 | +26% | +$19.9K | |||
| $96.9K | 0% | 4,306 -52 | -1% | -$1.17K | |||
| $96.9K | 0% | 903 -425 | -32% | -$45.6K | |||
| $96.7K | 0% | 73 +29 | +66% | +$38.4K | |||
| $96.7K | 0% | 3,250 -2,000 | -38% | -$59.5K | |||
| $96.6K | 0% | 2,371 -502 | -17% | -$20.5K | |||
| $96.6K | 0% | 446 +73 | +20% | +$15.8K | |||
| $96.6K | 0% | 3,170 -750 | -19% | -$22.8K |
