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 | |
|---|---|---|---|---|---|---|---|
| $30.8K | 0% | 521 +84 | +19% | +$4.97K | |||
| $30.8K | 0% | 757 -53 | -7% | -$2.16K | |||
| $30.6K | 0% | 3,401 -584 | -15% | -$5.26K | |||
| $30.5K | 0% | 1,620 +1,395 | +620% | +$26.3K | |||
| $30.5K | 0% | 702 | – | – | |||
| $30.5K | 0% | 719 +5 | +0.7% | +$212 | |||
| $30.5K | 0% | 492 +170 | +53% | +$10.5K | |||
| $30.5K | 0% | 6,392 | – | – | |||
| $30.5K | 0% | 624 +51 | +9% | +$2.49K | |||
| $30.4K | 0% | 967 | – | – | |||
| $30.4K | 0% | 562 -30 | -5% | -$1.62K | |||
| $30.3K | 0% | 1,000 | – | – | |||
| $30.2K | 0% | 1,756 -1,585 | -47% | -$27.3K | |||
| $30.1K | 0% | 1,000 | – | – | |||
| $30K | 0% | 592 | New | +$30K | |||
| $29.9K | 0% | 81 +44 | +119% | +$16.2K | |||
| $29.8K | 0% | 5,000 | – | – | |||
| $29.8K | 0% | 3,000 | – | – | |||
| $29.7K | 0% | 370 -1 | -0.3% | -$80 | |||
| $29.7K | 0% | 226 +35 | +18% | +$4.6K | |||
| $29.7K | 0% | 1,242 | New | +$29.7K | |||
| $29.6K | 0% | 676 +100 | +17% | +$4.38K | |||
| $29.6K | 0% | 771 +318 | +70% | +$12.2K | |||
| $29.6K | 0% | 4,589 +2,300 | +100% | +$14.8K | |||
| $29.6K | 0% | 2,022 +477 | +31% | +$6.98K |
