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
2551
$9.31K ﹤0.01%
193
+13
2552
$9.27K ﹤0.01%
+70
2553
$9.25K ﹤0.01%
+500
2554
$9.22K ﹤0.01%
235
+116
2555
$9.21K ﹤0.01%
+557
2556
$9.15K ﹤0.01%
+2,500
2557
$9.1K ﹤0.01%
333
2558
$9.09K ﹤0.01%
101
+68
2559
$9.08K ﹤0.01%
1,675
2560
$9.07K ﹤0.01%
803
+2
2561
$9.07K ﹤0.01%
93
+43
2562
$9.06K ﹤0.01%
1,000
2563
$9.06K ﹤0.01%
162
+57
2564
$9K ﹤0.01%
+100
2565
$9K ﹤0.01%
233
2566
$8.99K ﹤0.01%
504
+4
2567
$8.9K ﹤0.01%
361
+3
2568
$8.87K ﹤0.01%
+4,900
2569
$8.87K ﹤0.01%
97
-8
2570
$8.86K ﹤0.01%
5,724
+5,167
2571
$8.84K ﹤0.01%
133
+7
2572
$8.84K ﹤0.01%
175
-450
2573
$8.81K ﹤0.01%
102
+12
2574
$8.73K ﹤0.01%
495
+72
2575
$8.71K ﹤0.01%
200