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
3051
$21K ﹤0.01%
303
3052
$21K ﹤0.01%
8
3053
$21K ﹤0.01%
51
-1
3054
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5,000
3055
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441
3056
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1,190
3057
$21K ﹤0.01%
837
3058
$21K ﹤0.01%
275
+108
3059
$21K ﹤0.01%
1,650
3060
$20K ﹤0.01%
188
3061
$20K ﹤0.01%
+1,027
3062
$20K ﹤0.01%
805
3063
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532
+86
3064
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224
+138
3065
$20K ﹤0.01%
43
3066
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3067
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3068
$20K ﹤0.01%
131
+7
3069
$20K ﹤0.01%
340
+78
3070
$20K ﹤0.01%
6,300
3071
$20K ﹤0.01%
1,823
3072
$20K ﹤0.01%
275
+66
3073
$20K ﹤0.01%
41
3074
$20K ﹤0.01%
3
3075
$20K ﹤0.01%
101
+8