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 | |
|---|---|---|---|---|---|---|---|
| $69.4K | 0% | 2,722 | New | +$69.4K | |||
| $69.4K | 0% | 1,051 -206 | -16% | -$13.6K | |||
| $69.3K | 0% | 619 | – | – | |||
| $69.3K | 0% | 1,743 -640 | -27% | -$25.4K | |||
| $69.2K | 0% | 5,660 | – | – | |||
| $69.1K | 0% | 3,340 +1,302 | +64% | +$27K | |||
| $69.1K | 0% | 1,912 +240 | +14% | +$8.68K | |||
| $69.1K | 0% | 3,450 -150 | -4% | -$3.01K | |||
| $69.1K | 0% | 2,100 +156 | +8% | +$5.13K | |||
| $69K | 0% | 1,369 +405 | +42% | +$20.4K | |||
| $68.9K | 0% | 5,062 -358 | -7% | -$4.88K | |||
| $68.9K | 0% | 1,330 | New | +$68.9K | |||
| $68.8K | 0% | 2,733 +31 | +1% | +$780 | |||
| $68.6K | 0% | 1,018 | New | +$68.6K | |||
| $68.5K | 0% | 733 +256 | +54% | +$23.9K | |||
| $68.3K | 0% | 1,278 +12 | +1% | +$642 | |||
| $68.3K | 0% | 4,171 -52 | -1% | -$852 | |||
| $68.2K | 0% | 1,155 -91 | -7% | -$5.37K | |||
| $68.1K | 0% | 1,206 +441 | +58% | +$24.9K | |||
| $68K | 0% | 950 -82 | -8% | -$5.87K | |||
| $68K | 0% | 562 | – | – | |||
| $67.3K | 0% | 1,280 -546 | -30% | -$28.7K | |||
| $67.1K | 0% | 4,857 +2,784 | +134% | +$38.5K | |||
| $67.1K | 0% | 965 +943 | +4,286% | +$65.6K | |||
| $67.1K | 0% | 2,367 +563 | +31% | +$16K |
