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 | 10.66% |
| 2 | Financials | 4.61% |
| 3 | Healthcare | 3.7% |
| 4 | Consumer Discretionary | 3.47% |
| 5 | Industrials | 3.27% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $15.5K | 0% | 65 | – | – | |||
| $15.5K | 0% | 4,093 | New | +$15.5K | |||
| $15.5K | 0% | 300 | – | – | |||
| $15.5K | 0% | 1,360 | – | – | |||
| $15.4K | 0% | 569 +17 | +3% | +$461 | |||
| $15.4K | 0% | 375 -20 | -5% | -$822 | |||
| $15.4K | 0% | 170 -198 | -54% | -$18K | |||
| $15.4K | 0% | 192 -27 | -12% | -$2.16K | |||
| $15.3K | 0% | 168 +18 | +12% | +$1.64K | |||
| $15.3K | 0% | 2,000 | – | – | |||
| $15.2K | 0% | 1,058 -65 | -6% | -$935 | |||
| $15.2K | 0% | 404 | – | – | |||
| $15.2K | 0% | 1,234 +17 | +1% | +$209 | |||
| $15.1K | 0% | 45 -532 | -92% | -$179K | |||
| $15.1K | 0% | 145 | – | – | |||
| $15.1K | 0% | 131 -1,558 | -92% | -$180K | |||
| $15.1K | 0% | 27 -2,264 | -99% | -$1.27M | |||
| $15.1K | 0% | 621 +306 | +97% | +$7.43K | |||
| $15.1K | 0% | 5,342 +5,333 | +59,256% | +$15K | |||
| $15K | 0% | 500 | – | – | |||
| $15K | 0% | 324 +201 | +163% | +$9.33K | |||
| $15K | 0% | 1,897 -238 | -11% | -$1.88K | |||
| $15K | 0% | 796 -62 | -7% | -$1.17K | |||
| $14.9K | 0% | 315 | – | – | |||
| $14.9K | 0% | 562 | New | +$14.9K |
