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 | |
|---|---|---|---|---|---|---|---|
| $91.6K | 0% | 404 | – | – | |||
| $91.3K | 0% | 870 +411 | +90% | +$43.1K | |||
| $91.2K | 0% | 489 | – | – | |||
| $91K | 0% | 865 +45 | +5% | +$4.74K | |||
| $90.9K | 0% | 1,211 +501 | +71% | +$37.6K | |||
| $90.7K | 0% | 673 | – | – | |||
| $90.5K | 0% | 4,449 | New | +$90.5K | |||
| $90.3K | 0% | 1,921 -322 | -14% | -$15.1K | |||
| $89.8K | 0% | 1,517 +1,024 | +208% | +$60.6K | |||
| $89.8K | 0% | 307 -417 | -58% | -$122K | |||
| $89.7K | 0% | 2,719 +172 | +7% | +$5.67K | |||
| $89.5K | 0% | 9,601 +2,647 | +38% | +$24.7K | |||
| $89.2K | 0% | 2,443 +28 | +1% | +$1.02K | |||
| $89.1K | 0% | 135,523 +2,000 | +2% | +$1.32K | |||
| $89.1K | 0% | 1,600 | – | – | |||
| $89K | 0% | 1,158 -1,396 | -55% | -$107K | |||
| $88.9K | 0% | 18,800 +5,100 | +37% | +$24.1K | |||
| $88.8K | 0% | 3,500 -26 | -0.7% | -$660 | |||
| $88.8K | 0% | 1,686 -1,271 | -43% | -$66.9K | |||
| $88.7K | 0% | 4,087 | – | – | |||
| $88.6K | 0% | 3,257 -610 | -16% | -$16.6K | |||
| $88.4K | 0% | 630 +230 | +58% | +$32.3K | |||
| $88.4K | 0% | 5,060 +706 | +16% | +$12.3K | |||
| $88.1K | 0% | 733 -52 | -7% | -$6.25K | |||
| $87.7K | 0% | 1,764 +67 | +4% | +$3.33K |
