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
2976
$23K ﹤0.01%
898
+198
2977
$23K ﹤0.01%
348
2978
$23K ﹤0.01%
910
-48
2979
$23K ﹤0.01%
187
+87
2980
$23K ﹤0.01%
278
2981
$22K ﹤0.01%
214
+27
2982
$22K ﹤0.01%
403
+1
2983
$22K ﹤0.01%
23
+19
2984
$22K ﹤0.01%
135
+22
2985
$22K ﹤0.01%
229
+122
2986
$22K ﹤0.01%
133
-2
2987
$22K ﹤0.01%
+520
2988
$22K ﹤0.01%
278
2989
$22K ﹤0.01%
1,420
+219
2990
$22K ﹤0.01%
591
+292
2991
$22K ﹤0.01%
109
+8
2992
$22K ﹤0.01%
422
+17
2993
$22K ﹤0.01%
1,062
2994
$22K ﹤0.01%
407
2995
$22K ﹤0.01%
261
2996
$22K ﹤0.01%
279
+109
2997
$22K ﹤0.01%
100
2998
$22K ﹤0.01%
2,000
2999
$22K ﹤0.01%
446
3000
$22K ﹤0.01%
1,025