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
$2.29B
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,356
New
Increased
Reduced
Closed

Sector Composition

1 Financials 6.56%
2 Consumer Staples 6.04%
3 Technology 6.02%
4 Healthcare 6.01%
5 Industrials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3151
$7K ﹤0.01%
120
3152
$6K ﹤0.01%
125
3153
$6K ﹤0.01%
758
3154
$6K ﹤0.01%
118
3155
$6K ﹤0.01%
2,200
3156
$6K ﹤0.01%
159
3157
$6K ﹤0.01%
600
3158
$6K ﹤0.01%
+1
3159
$6K ﹤0.01%
100
3160
$6K ﹤0.01%
408
-500
3161
$6K ﹤0.01%
500
3162
$6K ﹤0.01%
500
3163
$6K ﹤0.01%
312
3164
$6K ﹤0.01%
688
+565
3165
$6K ﹤0.01%
42
-502
3166
$6K ﹤0.01%
383
3167
$6K ﹤0.01%
100
3168
$6K ﹤0.01%
338
-9
3169
$6K ﹤0.01%
200
3170
$6K ﹤0.01%
125
-50
3171
$6K ﹤0.01%
148
3172
$6K ﹤0.01%
58
-2
3173
$6K ﹤0.01%
+204
3174
$6K ﹤0.01%
10
3175
$6K ﹤0.01%
45