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
3001
$8K ﹤0.01%
269
+48
3002
$8K ﹤0.01%
+443
3003
$8K ﹤0.01%
605
3004
$8K ﹤0.01%
295
3005
$8K ﹤0.01%
448
+220
3006
$8K ﹤0.01%
875
+500
3007
$8K ﹤0.01%
151
3008
$8K ﹤0.01%
254
+7
3009
$8K ﹤0.01%
164
3010
$8K ﹤0.01%
727
+706
3011
$8K ﹤0.01%
353
-118
3012
$8K ﹤0.01%
150
3013
$8K ﹤0.01%
134
3014
$8K ﹤0.01%
156
+6
3015
$8K ﹤0.01%
363
3016
$8K ﹤0.01%
340
-25
3017
$8K ﹤0.01%
610
+5
3018
$8K ﹤0.01%
+425
3019
$8K ﹤0.01%
217
-28
3020
$8K ﹤0.01%
342
+38
3021
$8K ﹤0.01%
155
-400
3022
$8K ﹤0.01%
300
-15
3023
$8K ﹤0.01%
1,019
+478
3024
$8K ﹤0.01%
169
3025
$8K ﹤0.01%
487