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
3251
$5K ﹤0.01%
58
-65
3252
$5K ﹤0.01%
122
3253
$5K ﹤0.01%
250
3254
$5K ﹤0.01%
325
3255
$5K ﹤0.01%
176
3256
$5K ﹤0.01%
100
3257
$5K ﹤0.01%
100
3258
$5K ﹤0.01%
205
3259
$5K ﹤0.01%
106
3260
$5K ﹤0.01%
1,271
+831
3261
$5K ﹤0.01%
162
-21
3262
$5K ﹤0.01%
51
+21
3263
$5K ﹤0.01%
448
+200
3264
$5K ﹤0.01%
70
3265
$5K ﹤0.01%
25
-466
3266
$5K ﹤0.01%
160
-750
3267
$5K ﹤0.01%
+145
3268
$5K ﹤0.01%
400
3269
$5K ﹤0.01%
130
3270
$5K ﹤0.01%
478
-232
3271
$5K ﹤0.01%
177
3272
$5K ﹤0.01%
100
3273
$5K ﹤0.01%
195
+114
3274
$5K ﹤0.01%
176
-3,616
3275
$5K ﹤0.01%
77
+56