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
3251
$352 ﹤0.01%
5
3252
$347 ﹤0.01%
8
3253
$341 ﹤0.01%
7
3254
$338 ﹤0.01%
+41
3255
$336 ﹤0.01%
63
+29
3256
$334 ﹤0.01%
35
3257
$333 ﹤0.01%
22
3258
$328 ﹤0.01%
38
3259
$326 ﹤0.01%
+200
3260
$323 ﹤0.01%
+12
3261
$320 ﹤0.01%
19
3262
$319 ﹤0.01%
+10
3263
$318 ﹤0.01%
+100
3264
$308 ﹤0.01%
60
3265
$307 ﹤0.01%
+10
3266
$307 ﹤0.01%
120
3267
$307 ﹤0.01%
165
3268
$302 ﹤0.01%
33
3269
$301 ﹤0.01%
555
3270
$300 ﹤0.01%
2,000
3271
$292 ﹤0.01%
53
-13
3272
$290 ﹤0.01%
114
3273
$290 ﹤0.01%
37
3274
$286 ﹤0.01%
16
3275
$283 ﹤0.01%
10