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 | |
|---|---|---|---|---|---|---|---|
| $24.1K | 0% | 1,162 -55 | -5% | -$1.14K | |||
| $23.9K | 0% | 15,000 | – | – | |||
| $23.7K | 0% | 1,100 | – | – | |||
| $23.6K | 0% | 489 -15 | -3% | -$725 | |||
| $23.5K | 0% | 267 | New | +$23.5K | |||
| $23.4K | 0% | 4,000 | – | – | |||
| $23.3K | 0% | 863 -102 | -11% | -$2.76K | |||
| $23.3K | 0% | 89 -6 | -6% | -$1.57K | |||
| $23.2K | 0% | 965 | New | +$23.2K | |||
| $23.1K | 0% | 294 -2 | -0.7% | -$157 | |||
| $23K | 0% | 311 -19 | -6% | -$1.41K | |||
| $23K | 0% | 292 -376 | -56% | -$29.6K | |||
| $22.9K | 0% | 1,282 -5,603 | -81% | -$100K | |||
| $22.9K | 0% | 3,796 +118 | +3% | +$710 | |||
| $22.8K | 0% | 1,600 | – | – | |||
| $22.8K | 0% | 480 +201 | +72% | +$9.54K | |||
| $22.7K | 0% | 467 +2 | +0.4% | +$97 | |||
| $22.7K | 0% | 1,334 | – | – | |||
| $22.5K | 0% | 1,712 | – | – | |||
| $22.4K | 0% | 869 +8 | +0.9% | +$207 | |||
| $22.3K | 0% | 640 | – | – | |||
| $22.3K | 0% | 557 -67,935 | -99% | -$2.72M | |||
| $22.3K | 0% | 640 | – | – | |||
| $22.3K | 0% | 276 | – | – | |||
| $22.2K | 0% | 481 | New | +$22.2K |
