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
3176
$6K ﹤0.01%
139
3177
$6K ﹤0.01%
195
-1,085
3178
$6K ﹤0.01%
+1,200
3179
$6K ﹤0.01%
213
3180
$6K ﹤0.01%
64
3181
$6K ﹤0.01%
59
-11
3182
$6K ﹤0.01%
273
-23
3183
$6K ﹤0.01%
249
3184
$6K ﹤0.01%
4,170
+63
3185
$6K ﹤0.01%
434
3186
$6K ﹤0.01%
+100
3187
$6K ﹤0.01%
1,000
3188
$6K ﹤0.01%
200
3189
$6K ﹤0.01%
115
3190
$6K ﹤0.01%
112
3191
$6K ﹤0.01%
694
3192
$6K ﹤0.01%
504
-2,500
3193
$6K ﹤0.01%
435
3194
$6K ﹤0.01%
100
3195
$6K ﹤0.01%
165
3196
$6K ﹤0.01%
785
+28
3197
$6K ﹤0.01%
269
+94
3198
$6K ﹤0.01%
500
3199
$6K ﹤0.01%
100
3200
$6K ﹤0.01%
173