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 | |
|---|---|---|---|---|---|---|---|
| $83.5K | 0% | 3,290 | – | – | |||
| $83.4K | 0% | 2,657 +200 | +8% | +$6.28K | |||
| $83.3K | 0% | 5,552 +1,049 | +23% | +$15.7K | |||
| $83.3K | 0% | 3,278 | New | +$83.3K | |||
| $83.2K | 0% | 924 -370 | -29% | -$33.3K | |||
| $83.2K | 0% | 2,848 -200 | -7% | -$5.84K | |||
| $83.2K | 0% | 342 -65 | -16% | -$15.8K | |||
| $83K | 0% | 2,798 -136 | -5% | -$4.04K | |||
| $82.9K | 0% | 370 -3 | -0.8% | -$672 | |||
| $82.8K | 0% | 2,161 | – | – | |||
| $82.8K | 0% | 3,400 | – | – | |||
| $82.5K | 0% | 2,404 +300 | +14% | +$10.3K | |||
| $82.1K | 0% | 1,687 +1 | +0.1% | +$49 | |||
| $81.7K | 0% | 7,610 -7,610 | -50% | -$81.7K | |||
| $81.6K | 0% | 2,017 -1,783 | -47% | -$72.1K | |||
| $81.6K | 0% | 1,654 +14 | +0.9% | +$690 | |||
| $81.6K | 0% | 3,760 | – | – | |||
| $81.4K | 0% | 496 -15 | -3% | -$2.46K | |||
| $81.3K | 0% | 349 -3 | -0.9% | -$699 | |||
| $81.1K | 0% | 711 | – | – | |||
| $81K | 0% | 3,135 +1,600 | +104% | +$41.4K | |||
| $80.9K | 0% | 3,029 +1,017 | +51% | +$27.2K | |||
| $80.8K | 0% | 2,959 +20 | +0.7% | +$546 | |||
| $80.7K | 0% | 7,000 -100,017 | -93% | -$1.15M | |||
| $80.7K | 0% | 4,081 -741 | -15% | -$14.7K |
