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
3026
$8K ﹤0.01%
494
3027
$8K ﹤0.01%
328
3028
$8K ﹤0.01%
+13
3029
$8K ﹤0.01%
295
3030
$8K ﹤0.01%
300
3031
$8K ﹤0.01%
161
-171
3032
$8K ﹤0.01%
949
3033
$8K ﹤0.01%
200
3034
$8K ﹤0.01%
190
3035
$8K ﹤0.01%
350
3036
$8K ﹤0.01%
300
3037
$8K ﹤0.01%
191
-63
3038
$8K ﹤0.01%
4,071
+571
3039
$8K ﹤0.01%
377
3040
$8K ﹤0.01%
453
+18
3041
$8K ﹤0.01%
555
-30
3042
$8K ﹤0.01%
150
3043
$8K ﹤0.01%
360
3044
$8K ﹤0.01%
431
-18
3045
$8K ﹤0.01%
297
3046
$8K ﹤0.01%
379
3047
$8K ﹤0.01%
1,132
-64
3048
$8K ﹤0.01%
137
-9
3049
$8K ﹤0.01%
226
-266
3050
$8K ﹤0.01%
85
+81