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
$3.84B
AUM Growth
+$714M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,773
New
Increased
Reduced
Closed

Top Sells

1 +$5.42M
2 +$4.46M
3 +$4.18M
4
XYL icon
Xylem
XYL
+$2.61M
5
BKNG icon
Booking.com
BKNG
+$1.52M

Sector Composition

1 Communication Services 9.08%
2 Consumer Discretionary 5.28%
3 Technology 5.18%
4 Financials 3.5%
5 Industrials 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2951
$23K ﹤0.01%
271
+47
2952
$23K ﹤0.01%
1,400
2953
$23K ﹤0.01%
113
+9
2954
$23K ﹤0.01%
432
+190
2955
$23K ﹤0.01%
174
2956
$23K ﹤0.01%
72
-3
2957
$23K ﹤0.01%
198
+55
2958
$23K ﹤0.01%
892
2959
$23K ﹤0.01%
2,800
2960
$23K ﹤0.01%
337
2961
$23K ﹤0.01%
1,730
+298
2962
$23K ﹤0.01%
400
2963
$23K ﹤0.01%
800
2964
$23K ﹤0.01%
89
+16
2965
$23K ﹤0.01%
512
+54
2966
$23K ﹤0.01%
1,838
+1,698
2967
$23K ﹤0.01%
736
+352
2968
$23K ﹤0.01%
715
+260
2969
$23K ﹤0.01%
750
+300
2970
$23K ﹤0.01%
500
+3
2971
$23K ﹤0.01%
167
+5
2972
$23K ﹤0.01%
112
+34
2973
$23K ﹤0.01%
146
+84
2974
$23K ﹤0.01%
1,085
2975
$23K ﹤0.01%
574
+51