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 | |
|---|---|---|---|---|---|---|---|
| $51.8K | 0% | 3,648 +807 | +28% | +$11.5K | |||
| $51.5K | 0% | 1,847 -955 | -34% | -$26.6K | |||
| $51.2K | 0% | 3,313 -91 | -3% | -$1.41K | |||
| $50.7K | 0% | 287 -31 | -10% | -$5.47K | |||
| $50.6K | 0% | 972 +129 | +15% | +$6.72K | |||
| $50.6K | 0% | 1,455 | New | +$50.6K | |||
| $50.5K | 0% | 434 -11 | -2% | -$1.28K | |||
| $50.4K | 0% | 1,060 | New | +$50.4K | |||
| $50.4K | 0% | 1,092 +328 | +43% | +$15.1K | |||
| $50.3K | 0% | 6,620 +4,620 | +231% | +$35.1K | |||
| $50K | 0% | 1,855 | – | – | |||
| $49.9K | 0% | 3,212 +20 | +0.6% | +$310 | |||
| $49.8K | 0% | 832 +4 | +0.5% | +$240 | |||
| $49.7K | 0% | 1,003 | – | – | |||
| $49.7K | 0% | 3,576 -192 | -5% | -$2.67K | |||
| $49.7K | 0% | 85 -28 | -25% | -$16.4K | |||
| $49.7K | 0% | 2,722 +2,270 | +502% | +$41.4K | |||
| $49.7K | 0% | 3,400 | – | – | |||
| $49.6K | 0% | 1,577 -136 | -8% | -$4.28K | |||
| $49.5K | 0% | 796 -350 | -31% | -$21.8K | |||
| $49.5K | 0% | 3,417 | – | – | |||
| $49.5K | 0% | 1,395 | – | – | |||
| $49.4K | 0% | 2,284 | New | +$49.4K | |||
| $49.4K | 0% | 2,329 | – | – | |||
| $49.4K | 0% | 1,242 +1,092 | +728% | +$43.4K |
