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
$2.39B
AUM Growth
+$94.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,635
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.47%
2 Financials 4.06%
3 Consumer Discretionary 3.84%
4 Healthcare 3.13%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3101
$892 ﹤0.01%
250
3102
$892 ﹤0.01%
11
3103
$890 ﹤0.01%
86
3104
$889 ﹤0.01%
260
3105
$880 ﹤0.01%
200
3106
$880 ﹤0.01%
25
3107
$880 ﹤0.01%
16
3108
$874 ﹤0.01%
1,650
+50
3109
$873 ﹤0.01%
20
3110
$866 ﹤0.01%
385
3111
$861 ﹤0.01%
+100
3112
$858 ﹤0.01%
19
+2
3113
$854 ﹤0.01%
+21
3114
$851 ﹤0.01%
30
3115
$850 ﹤0.01%
250
3116
$842 ﹤0.01%
+100
3117
$835 ﹤0.01%
175
3118
$830 ﹤0.01%
23
-502
3119
$819 ﹤0.01%
+103
3120
$818 ﹤0.01%
100
3121
$818 ﹤0.01%
+36
3122
$815 ﹤0.01%
47
3123
$799 ﹤0.01%
+11
3124
$797 ﹤0.01%
206
-1
3125
0