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
$2.29B
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,356
New
Increased
Reduced
Closed

Sector Composition

1 Financials 6.56%
2 Consumer Staples 6.04%
3 Technology 6.02%
4 Healthcare 6.01%
5 Industrials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2976
$9K ﹤0.01%
2,839
2977
$9K ﹤0.01%
525
2978
$9K ﹤0.01%
283
2979
$9K ﹤0.01%
98
-1,615
2980
$9K ﹤0.01%
200
-94
2981
$9K ﹤0.01%
747
+225
2982
$9K ﹤0.01%
144
2983
$9K ﹤0.01%
500
2984
$9K ﹤0.01%
117
-4
2985
$9K ﹤0.01%
+250
2986
$9K ﹤0.01%
900
2987
$9K ﹤0.01%
104
+4
2988
$9K ﹤0.01%
200
-559
2989
$9K ﹤0.01%
+343
2990
$9K ﹤0.01%
675
2991
$8K ﹤0.01%
249
2992
$8K ﹤0.01%
133
+30
2993
$8K ﹤0.01%
1,000
2994
$8K ﹤0.01%
29
2995
$8K ﹤0.01%
337
2996
$8K ﹤0.01%
1,000
-1,000
2997
$8K ﹤0.01%
45
2998
$8K ﹤0.01%
206
2999
$8K ﹤0.01%
13,240
3000
$8K ﹤0.01%
265
-297