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
3126
$19K ﹤0.01%
3,000
3127
$19K ﹤0.01%
3
3128
$19K ﹤0.01%
524
+237
3129
$19K ﹤0.01%
1,385
3130
$19K ﹤0.01%
156
3131
$19K ﹤0.01%
297
3132
$19K ﹤0.01%
306
3133
$19K ﹤0.01%
195
+26
3134
$19K ﹤0.01%
5,406
3135
$19K ﹤0.01%
165
+111
3136
$19K ﹤0.01%
260
3137
$19K ﹤0.01%
815
3138
$19K ﹤0.01%
1,278
3139
$19K ﹤0.01%
2,849
+1,823
3140
$19K ﹤0.01%
153
3141
$19K ﹤0.01%
33
3142
$19K ﹤0.01%
2,268
3143
$19K ﹤0.01%
119
-3
3144
$19K ﹤0.01%
423
3145
$19K ﹤0.01%
2,130
3146
$19K ﹤0.01%
545
+147
3147
$19K ﹤0.01%
+1,507
3148
$19K ﹤0.01%
112
-13
3149
$19K ﹤0.01%
161
+5
3150
$19K ﹤0.01%
106
+4