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 | |
|---|---|---|---|---|---|---|---|
| $80.3K | 0% | 2,008 +43 | +2% | +$1.72K | |||
| $80.1K | 0% | 1,500 +600 | +67% | +$32.1K | |||
| $79.9K | 0% | 899 +400 | +80% | +$35.6K | |||
| $79.9K | 0% | 2,286 -48 | -2% | -$1.68K | |||
| $79.7K | 0% | 2,934 | New | +$79.7K | |||
| $79.7K | 0% | 5,000 | – | – | |||
| $79.5K | 0% | 1,324 +287 | +28% | +$17.2K | |||
| $79.4K | 0% | 939 -105 | -10% | -$8.88K | |||
| $79.3K | 0% | 602 +4 | +0.7% | +$527 | |||
| $78.8K | 0% | 9,390 | – | – | |||
| $78.7K | 0% | 1,909 -24 | -1% | -$990 | |||
| $78.7K | 0% | 1,885 -292 | -13% | -$12.2K | |||
| $78.5K | 0% | 1,352 +24 | +2% | +$1.39K | |||
| $78.4K | 0% | 3,100 | New | +$78.4K | |||
| $78.3K | 0% | 786 | – | – | |||
| $78.2K | 0% | 1,862 | – | – | |||
| $78.2K | 0% | 2,470 | New | +$78.2K | |||
| $78.1K | 0% | 1,716 -109 | -6% | -$4.96K | |||
| $77.8K | 0% | 1,558 +8 | +0.5% | +$399 | |||
| $77.7K | 0% | 1,135 +18 | +2% | +$1.23K | |||
| $77.7K | 0% | 521 +7 | +1% | +$1.04K | |||
| $77.6K | 0% | 2,908 +11 | +0.4% | +$293 | |||
| $77.6K | 0% | 1,783 -19 | -1% | -$827 | |||
| $77.5K | 0% | 5,713 | New | +$77.5K | |||
| $77.5K | 0% | 860 -6 | -0.7% | -$541 |
