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
3201
$6K ﹤0.01%
28
-1
3202
$6K ﹤0.01%
200
3203
$6K ﹤0.01%
4,500
-20,000
3204
$6K ﹤0.01%
670
-300
3205
$6K ﹤0.01%
207
-27
3206
$6K ﹤0.01%
74
3207
$6K ﹤0.01%
1,437
-76
3208
$6K ﹤0.01%
300
3209
$6K ﹤0.01%
265
3210
$6K ﹤0.01%
21
3211
$6K ﹤0.01%
392
3212
$6K ﹤0.01%
48
3213
$6K ﹤0.01%
+500
3214
$6K ﹤0.01%
+600
3215
$6K ﹤0.01%
800
3216
$6K ﹤0.01%
125
3217
$6K ﹤0.01%
+222
3218
$6K ﹤0.01%
489
-855
3219
$6K ﹤0.01%
+320
3220
$6K ﹤0.01%
+1,000
3221
$6K ﹤0.01%
+500
3222
$5K ﹤0.01%
162
+100
3223
$5K ﹤0.01%
215
-9
3224
$5K ﹤0.01%
257
+100
3225
$5K ﹤0.01%
1,100