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 | |
|---|---|---|---|---|---|---|---|
| $43.5K | 0% | 792 +2 | +0.3% | +$110 | |||
| $43.4K | 0% | 443 +14 | +3% | +$1.37K | |||
| $43.3K | 0% | 1,119 +93 | +9% | +$3.6K | |||
| $43.2K | 0% | 773 -180 | -19% | -$10.1K | |||
| $43.2K | 0% | 270 -55 | -17% | -$8.8K | |||
| $43.1K | 0% | 540 +52 | +11% | +$4.15K | |||
| $43K | 0% | 357 -1 | -0.3% | -$121 | |||
| $43K | 0% | 2,428 +2,416 | +20,133% | +$42.8K | |||
| $43K | 0% | 708 -443 | -38% | -$26.9K | |||
| $42.8K | 0% | 439 -15 | -3% | -$1.46K | |||
| $42.8K | 0% | 11,850 +6,871 | +138% | +$24.8K | |||
| $42.7K | 0% | 1,656 +1,075 | +185% | +$27.7K | |||
| $42.6K | 0% | 1,806 +9 | +0.5% | +$212 | |||
| $42.6K | 0% | 639 +3 | +0.5% | +$200 | |||
| $42.5K | 0% | 1,011 +4 | +0.4% | +$168 | |||
| $42.5K | 0% | 8,010 | – | – | |||
| $42.4K | 0% | 1,150 | – | – | |||
| $42.3K | 0% | 2,793 -2,097 | -43% | -$31.7K | |||
| $42.3K | 0% | 874 +83 | +10% | +$4.01K | |||
| $42.2K | 0% | 1,872 +1,051 | +128% | +$23.7K | |||
| $42.2K | 0% | 1,000 +41 | +4% | +$1.73K | |||
| $42K | 0% | 2,080 | New | +$42K | |||
| $42K | 0% | 536 +28 | +6% | +$2.2K | |||
| $41.9K | 0% | 250 -1 | -0.4% | -$168 | |||
| $41.8K | 0% | 26,312 -500 | -2% | -$795 |
