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
$2.2B
AUM Growth
-$315M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,398
New
Increased
Reduced
Closed

Top Sells

1 +$16.4M
2 +$16.1M
3 +$13.6M
4
AAPL icon
Apple
AAPL
+$12M
5
BP icon
BP
BP
+$11.3M

Sector Composition

1 Technology 6.24%
2 Financials 5.45%
3 Healthcare 5.13%
4 Consumer Discretionary 4.04%
5 Industrials 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3051
$6K ﹤0.01%
+200
3052
$6K ﹤0.01%
178
3053
$6K ﹤0.01%
128
+2
3054
$6K ﹤0.01%
413
3055
$6K ﹤0.01%
500
3056
$6K ﹤0.01%
117
-396
3057
$6K ﹤0.01%
45
-82
3058
$6K ﹤0.01%
53
3059
$6K ﹤0.01%
1,412
-9,080
3060
$6K ﹤0.01%
346
-20
3061
$6K ﹤0.01%
58
3062
$6K ﹤0.01%
312
3063
$6K ﹤0.01%
915
3064
$6K ﹤0.01%
233
-52
3065
$6K ﹤0.01%
159
3066
$6K ﹤0.01%
128
3067
$6K ﹤0.01%
372
+349
3068
$6K ﹤0.01%
42
3069
$6K ﹤0.01%
401
3070
$6K ﹤0.01%
132
3071
$6K ﹤0.01%
116
-631
3072
$6K ﹤0.01%
153
+80
3073
$6K ﹤0.01%
161
3074
$6K ﹤0.01%
201
3075
$6K ﹤0.01%
952
-212