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 | |
|---|---|---|---|---|---|---|---|
| $28.1K | 0% | 294 -19 | -6% | -$1.82K | |||
| $28.1K | 0% | 579 +11 | +2% | +$533 | |||
| $28K | 0% | 750 | – | – | |||
| $28K | 0% | 165 -2 | -1% | -$339 | |||
| $28K | 0% | 390 -4 | -1% | -$287 | |||
| $28K | 0% | 929 +434 | +88% | +$13.1K | |||
| $27.9K | 0% | 1,383 +42 | +3% | +$847 | |||
| $27.9K | 0% | 1,433 -2,033 | -59% | -$39.5K | |||
| $27.9K | 0% | 318 +41 | +15% | +$3.59K | |||
| $27.8K | 0% | 1,704 +130 | +8% | +$2.12K | |||
| $27.7K | 0% | 2,000 | New | +$27.7K | |||
| $27.7K | 0% | 686 +186 | +37% | +$7.51K | |||
| $27.5K | 0% | 314 +13 | +4% | +$1.14K | |||
| $27.4K | 0% | 2,900 -1 | -0% | -$9 | |||
| $27.4K | 0% | 550 +56 | +11% | +$2.79K | |||
| $27.4K | 0% | 1,405 +82 | +6% | +$1.6K | |||
| $27.3K | 0% | 2,075 | – | – | |||
| $27K | 0% | 221 +49 | +28% | +$5.99K | |||
| $27K | 0% | 550 | – | – | |||
| $26.9K | 0% | 1,224 +65 | +6% | +$1.43K | |||
| $26.8K | 0% | 3,738 +1,878 | +101% | +$13.5K | |||
| $26.8K | 0% | 333 -72 | -18% | -$5.79K | |||
| $26.7K | 0% | 2,296 -25 | -1% | -$290 | |||
| $26.5K | 0% | 189 | – | – | |||
| $26.4K | 0% | 2,315 | New | +$26.4K |
