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
3176
$589 ﹤0.01%
+13
3177
$585 ﹤0.01%
+24
3178
$578 ﹤0.01%
150
3179
$572 ﹤0.01%
20
3180
$564 ﹤0.01%
+3
3181
$561 ﹤0.01%
17
3182
$555 ﹤0.01%
50
3183
$548 ﹤0.01%
+27
3184
$546 ﹤0.01%
182
3185
$541 ﹤0.01%
10
-66
3186
$538 ﹤0.01%
324
3187
$528 ﹤0.01%
16
3188
$524 ﹤0.01%
100
3189
$524 ﹤0.01%
200
3190
$523 ﹤0.01%
12
3191
$517 ﹤0.01%
47
3192
$517 ﹤0.01%
10
3193
$516 ﹤0.01%
100
3194
$503 ﹤0.01%
2
3195
$497 ﹤0.01%
25
3196
$489 ﹤0.01%
73
+1
3197
$489 ﹤0.01%
16
3198
$484 ﹤0.01%
+400
3199
$478 ﹤0.01%
48
3200
$477 ﹤0.01%
11