IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.05B
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,701
New
Increased
Reduced
Closed

Top Buys

1 +$17.8M
2 +$12.1M
3 +$7.31M
4
AMZN icon
Amazon
AMZN
+$7.13M
5
IYR icon
iShares US Real Estate ETF
IYR
+$6.58M

Sector Composition

1 Technology 10.92%
2 Financials 4.71%
3 Consumer Discretionary 3.97%
4 Healthcare 3.58%
5 Industrials 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$11.4K ﹤0.01%
118
-3,973
2477
$11.4K ﹤0.01%
58
-15
2478
$11.4K ﹤0.01%
277
2479
$11.4K ﹤0.01%
200
2480
$11.4K ﹤0.01%
393
+185
2481
$11.4K ﹤0.01%
502
+38
2482
$11.4K ﹤0.01%
97
-34
2483
$11.3K ﹤0.01%
669
+105
2484
$11.3K ﹤0.01%
328
2485
$11.3K ﹤0.01%
361
-732
2486
$11.3K ﹤0.01%
412
-48
2487
$11.3K ﹤0.01%
1,075
+1,000
2488
$11.1K ﹤0.01%
239
2489
$11.1K ﹤0.01%
425
2490
$11.1K ﹤0.01%
+725
2491
$11K ﹤0.01%
2,294
+1,393
2492
$11K ﹤0.01%
400
2493
$11K ﹤0.01%
170
+3
2494
$11K ﹤0.01%
53
+5
2495
$10.9K ﹤0.01%
217
-42
2496
$10.9K ﹤0.01%
273
+3
2497
$10.9K ﹤0.01%
209
+1
2498
$10.9K ﹤0.01%
429
+139
2499
$10.9K ﹤0.01%
921
+21
2500
$10.9K ﹤0.01%
1,946
+5