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
3076
$20K ﹤0.01%
158
+9
3077
$20K ﹤0.01%
232
+132
3078
$20K ﹤0.01%
8,347
3079
$20K ﹤0.01%
999
+102
3080
$20K ﹤0.01%
1,700
3081
$20K ﹤0.01%
450
3082
$20K ﹤0.01%
1,633
+1,328
3083
$20K ﹤0.01%
4
3084
$20K ﹤0.01%
750
3085
$20K ﹤0.01%
357
-1
3086
$20K ﹤0.01%
239
-54
3087
$20K ﹤0.01%
312
+9
3088
$20K ﹤0.01%
500
3089
$20K ﹤0.01%
1,004
3090
$20K ﹤0.01%
983
+1
3091
$20K ﹤0.01%
1,997
3092
$20K ﹤0.01%
433
3093
$20K ﹤0.01%
118
3094
$20K ﹤0.01%
243
+20
3095
$20K ﹤0.01%
2
3096
$20K ﹤0.01%
334
3097
$20K ﹤0.01%
71
3098
$20K ﹤0.01%
43
3099
$20K ﹤0.01%
+1,729
3100
$20K ﹤0.01%
861