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 | |
|---|---|---|---|---|---|---|---|
| $96.5K | 0% | 989 -112 | -10% | -$10.9K | |||
| $95.7K | 0% | 3,237 +1,787 | +123% | +$52.9K | |||
| $95.6K | 0% | 11,711 -239 | -2% | -$1.95K | |||
| $95.5K | 0% | 2,144 -416 | -16% | -$18.5K | |||
| $95.3K | 0% | 1,510 +56 | +4% | +$3.53K | |||
| $95.2K | 0% | 5,179 | – | – | |||
| $95.1K | 0% | 6,497 -100 | -2% | -$1.46K | |||
| $95K | 0% | 3,892 +817 | +27% | +$19.9K | |||
| $94.8K | 0% | 4,738 -5,299 | -53% | -$106K | |||
| $94.7K | 0% | 865 +158 | +22% | +$17.3K | |||
| $94.5K | 0% | 9,000 -6 | -0.1% | -$63 | |||
| $94.1K | 0% | 16,310 +11,096 | +213% | +$64K | |||
| $94.1K | 0% | 778 -937 | -55% | -$113K | |||
| $94K | 0% | 2,682 | New | +$94K | |||
| $93.5K | 0% | 893 -900 | -50% | -$94.2K | |||
| $93.5K | 0% | 3,699 -2 | -0.1% | -$51 | |||
| $93.2K | 0% | 2,426 +2,423 | +80,767% | +$93.1K | |||
| $93K | 0% | 1,594 -26 | -2% | -$1.52K | |||
| $92.9K | 0% | 509 +285 | +127% | +$52K | |||
| $92.4K | 0% | 10,343 +532 | +5% | +$4.75K | |||
| $92.4K | 0% | 2,224 | New | +$92.4K | |||
| $92.3K | 0% | 3,454 +304 | +10% | +$8.12K | |||
| $92.1K | 0% | 2,348 -550 | -19% | -$21.6K | |||
| $91.8K | 0% | 6,168 -223 | -3% | -$3.32K | |||
| $91.6K | 0% | 11,001 -505 | -4% | -$4.21K |
