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 | |
|---|---|---|---|---|---|---|---|
| $41.7K | 0% | 758 | – | – | |||
| $41.7K | 0% | 1,818 +205 | +13% | +$4.7K | |||
| $41.5K | 0% | 604 -36 | -6% | -$2.48K | |||
| $41.4K | 0% | 371 | – | – | |||
| $41.4K | 0% | 513 -56 | -10% | -$4.52K | |||
| $41.2K | 0% | 1,540 | – | – | |||
| $41.2K | 0% | 975 -2 | -0.2% | -$85 | |||
| $41.1K | 0% | 3,496 -935 | -21% | -$11K | |||
| $41K | 0% | 750 +2 | +0.3% | +$109 | |||
| $41K | 0% | 1,056 -194 | -16% | -$7.53K | |||
| $40.9K | 0% | 230 +6 | +3% | +$1.07K | |||
| $40.5K | 0% | 2,973 +104 | +4% | +$1.42K | |||
| $40.5K | 0% | 2,537 +1,738 | +218% | +$27.7K | |||
| $40.1K | 0% | 142 +24 | +20% | +$6.78K | |||
| $40.1K | 0% | 1,252 -2,480 | -66% | -$79.4K | |||
| $40K | 0% | 1,103 | New | +$40K | |||
| $39.9K | 0% | 424 -10 | -2% | -$941 | |||
| $39.8K | 0% | 380 | – | – | |||
| $39.8K | 0% | 310 +12 | +4% | +$1.54K | |||
| $39.7K | 0% | 646 | – | – | |||
| $39.7K | 0% | 355 +30 | +9% | +$3.35K | |||
| $39.6K | 0% | 689 +119 | +21% | +$6.85K | |||
| $39.6K | 0% | 1,534 -132 | -8% | -$3.41K | |||
| $39.6K | 0% | 1,600 | New | +$39.6K | |||
| $39.6K | 0% | 750 +500 | +200% | +$26.4K |
