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
$3.84B
AUM Growth
+$714M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,773
New
Increased
Reduced
Closed

Top Sells

1 +$5.42M
2 +$4.46M
3 +$4.18M
4
XYL icon
Xylem
XYL
+$2.61M
5
BKNG icon
Booking.com
BKNG
+$1.52M

Sector Composition

1 Communication Services 9.08%
2 Consumer Discretionary 5.28%
3 Technology 5.18%
4 Financials 3.5%
5 Industrials 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3276
$16K ﹤0.01%
600
+300
3277
$16K ﹤0.01%
513
3278
$16K ﹤0.01%
80
3279
$16K ﹤0.01%
607
3280
$16K ﹤0.01%
723
+10
3281
$16K ﹤0.01%
724
3282
$16K ﹤0.01%
748
3283
$16K ﹤0.01%
374
+1
3284
$16K ﹤0.01%
299
3285
$16K ﹤0.01%
236
3286
$16K ﹤0.01%
864
+17
3287
$16K ﹤0.01%
387
+115
3288
$16K ﹤0.01%
121
+109
3289
$16K ﹤0.01%
428
3290
$16K ﹤0.01%
72
+17
3291
$16K ﹤0.01%
140
3292
$16K ﹤0.01%
+1,600
3293
$16K ﹤0.01%
40
-1
3294
$16K ﹤0.01%
67
3295
$16K ﹤0.01%
185
3296
$16K ﹤0.01%
51
3297
$16K ﹤0.01%
+635
3298
$16K ﹤0.01%
446
+1
3299
$16K ﹤0.01%
650
3300
$16K ﹤0.01%
542
+57