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
3301
$16K ﹤0.01%
406
+28
3302
$16K ﹤0.01%
1,612
3303
$16K ﹤0.01%
374
3304
$16K ﹤0.01%
79
3305
$16K ﹤0.01%
318
+22
3306
$16K ﹤0.01%
840
3307
$16K ﹤0.01%
512
3308
$16K ﹤0.01%
+4
3309
$16K ﹤0.01%
445
+19
3310
$16K ﹤0.01%
217
3311
$16K ﹤0.01%
195
3312
$16K ﹤0.01%
944
3313
$15K ﹤0.01%
376
-5
3314
$15K ﹤0.01%
4,079
+42
3315
$15K ﹤0.01%
29
3316
$15K ﹤0.01%
39
3317
$15K ﹤0.01%
202
3318
$15K ﹤0.01%
2,496
-259
3319
$15K ﹤0.01%
260
3320
$15K ﹤0.01%
1,000
3321
$15K ﹤0.01%
600
3322
$15K ﹤0.01%
348
3323
$15K ﹤0.01%
433
+11
3324
$15K ﹤0.01%
259
3325
$15K ﹤0.01%
1,300