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 | |
|---|---|---|---|---|---|---|---|
| $77.3K | 0% | 158 +6 | +4% | +$2.94K | |||
| $77.1K | 0% | 2,129 -152 | -7% | -$5.51K | |||
| $77.1K | 0% | 985 -28 | -3% | -$2.19K | |||
| $76.8K | 0% | 4,262 +203 | +5% | +$3.66K | |||
| $76.7K | 0% | 5,350 -444 | -8% | -$6.37K | |||
| $76.5K | 0% | 541 +51 | +10% | +$7.21K | |||
| $76.5K | 0% | 586 +134 | +30% | +$17.5K | |||
| $76.4K | 0% | 2,970 +960 | +48% | +$24.7K | |||
| $76.4K | 0% | 14,200 +2,800 | +25% | +$15.1K | |||
| $76.1K | 0% | 1,116 +355 | +47% | +$24.2K | |||
| $76.1K | 0% | 3,299 +2,641 | +401% | +$60.9K | |||
| $75.9K | 0% | 2,900 | – | – | |||
| $75.8K | 0% | 6,535 | – | – | |||
| $75.6K | 0% | 681 +365 | +116% | +$40.5K | |||
| $75.4K | 0% | 367 +84 | +30% | +$17.3K | |||
| $75.1K | 0% | 1,302 -1,458 | -53% | -$84.1K | |||
| $74.8K | 0% | 229 +73 | +47% | +$23.8K | |||
| $74.5K | 0% | 1,988 -400 | -17% | -$15K | |||
| $74.3K | 0% | 1,387 +649 | +88% | +$34.8K | |||
| $73.8K | 0% | 1,304 +9 | +0.7% | +$509 | |||
| $73.6K | 0% | 10,983 -544 | -5% | -$3.65K | |||
| $73.5K | 0% | 199 -261 | -57% | -$96.4K | |||
| $73.5K | 0% | 5,600 +2,200 | +65% | +$28.9K | |||
| $73.1K | 0% | 1,808 +98 | +6% | +$3.97K | |||
| $73K | 0% | 2,451 | – | – |
