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
3051
$8K ﹤0.01%
130
3052
$8K ﹤0.01%
273
+96
3053
$8K ﹤0.01%
457
3054
$8K ﹤0.01%
1,034
3055
$8K ﹤0.01%
324
3056
$8K ﹤0.01%
92
-475
3057
$8K ﹤0.01%
400
3058
$7K ﹤0.01%
162
3059
$7K ﹤0.01%
1
3060
$7K ﹤0.01%
135
+18
3061
$7K ﹤0.01%
+458
3062
$7K ﹤0.01%
+1,000
3063
$7K ﹤0.01%
460
3064
$7K ﹤0.01%
241
3065
$7K ﹤0.01%
1,000
3066
$7K ﹤0.01%
322
3067
$7K ﹤0.01%
449
3068
$7K ﹤0.01%
324
3069
$7K ﹤0.01%
44
3070
$7K ﹤0.01%
+180
3071
$7K ﹤0.01%
4,763
3072
$7K ﹤0.01%
1,164
3073
$7K ﹤0.01%
475
3074
$7K ﹤0.01%
362
-227
3075
$7K ﹤0.01%
+10