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
3151
$19K ﹤0.01%
408
3152
$19K ﹤0.01%
106
3153
$19K ﹤0.01%
62
3154
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113
3155
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89
-20
3156
$19K ﹤0.01%
+10,000
3157
$19K ﹤0.01%
359
3158
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846
3159
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430
3160
$19K ﹤0.01%
381
3161
$18K ﹤0.01%
4,026
+2,191
3162
$18K ﹤0.01%
150
+75
3163
$18K ﹤0.01%
25
3164
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112
+1
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$18K ﹤0.01%
297
+3
3166
$18K ﹤0.01%
1,579
+141
3167
$18K ﹤0.01%
317
+127
3168
$18K ﹤0.01%
155
+143
3169
$18K ﹤0.01%
39
3170
$18K ﹤0.01%
104
3171
$18K ﹤0.01%
219
3172
$18K ﹤0.01%
153
3173
$18K ﹤0.01%
154
3174
$18K ﹤0.01%
843
3175
$18K ﹤0.01%
387