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 | |
|---|---|---|---|---|---|---|---|
| $63K | 0% | 187 +1 | +0.5% | +$337 | |||
| $63K | 0% | 247 +110 | +80% | +$28K | |||
| $62.9K | 0% | 751 +22 | +3% | +$1.84K | |||
| $62.9K | 0% | 8,845 +6,845 | +342% | +$48.7K | |||
| $62.7K | 0% | 696 -33 | -5% | -$2.97K | |||
| $62.6K | 0% | 232 -9 | -4% | -$2.43K | |||
| $62.4K | 0% | 1,653 +1,306 | +376% | +$49.3K | |||
| $62.3K | 0% | 2,542 | – | – | |||
| $62.2K | 0% | 1,066 -18 | -2% | -$1.05K | |||
| $62.2K | 0% | 1,570 | New | +$62.2K | |||
| $62.2K | 0% | 313 +29 | +10% | +$5.76K | |||
| $62.2K | 0% | 912 +126 | +16% | +$8.59K | |||
| $62.1K | 0% | 6,479 +1,261 | +24% | +$12.1K | |||
| $62.1K | 0% | 1,271 | – | – | |||
| $61.8K | 0% | 192 -5 | -3% | -$1.61K | |||
| $61.7K | 0% | 668 +197 | +42% | +$18.2K | |||
| $61.6K | 0% | 767 | – | – | |||
| $61.5K | 0% | 846 | – | – | |||
| $61.5K | 0% | 2,650 | New | +$61.5K | |||
| $61.3K | 0% | 2,945 +2,020 | +218% | +$42K | |||
| $61.2K | 0% | 2,547 +2,544 | +84,800% | +$61.2K | |||
| $61.1K | 0% | 3,755 +2,100 | +127% | +$34.1K | |||
| $61K | 0% | 1,300 -5 | -0.4% | -$235 | |||
| $61K | 0% | 1,223 -115 | -9% | -$5.74K | |||
| $60.9K | 0% | 1,792 -15 | -0.8% | -$510 |
