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
$3.24B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,794
New
Increased
Reduced
Closed

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 Change
in Stake
Capital Flow
2826
$5.22K ﹤0.01%
119
2827
$5.22K ﹤0.01%
+221
2828
$5.2K ﹤0.01%
1,115
2829
$5.19K ﹤0.01%
3,000
+2,000
2830
$5.19K ﹤0.01%
166
2831
$5.16K ﹤0.01%
48
2832
$5.15K ﹤0.01%
129
+25
2833
$5.14K ﹤0.01%
+400
2834
$5.14K ﹤0.01%
72
+14
2835
$5.13K ﹤0.01%
359
2836
$5.1K ﹤0.01%
165
2837
$5.1K ﹤0.01%
248
+16
2838
$5.06K ﹤0.01%
+735
2839
$5.06K ﹤0.01%
+41
2840
$5.05K ﹤0.01%
151
2841
$5.02K ﹤0.01%
52
+51
2842
$5K ﹤0.01%
1,000
2843
$4.99K ﹤0.01%
179
+178
2844
$4.97K ﹤0.01%
169
-58
2845
$4.91K ﹤0.01%
186
2846
$4.9K ﹤0.01%
469
2847
$4.89K ﹤0.01%
152
2848
$4.88K ﹤0.01%
53
-41
2849
$4.87K ﹤0.01%
58
+57
2850
$4.86K ﹤0.01%
500