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
$3.05B
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,701
New
Increased
Reduced
Closed

Top Buys

1 +$17.8M
2 +$12.1M
3 +$7.31M
4
AMZN icon
Amazon
AMZN
+$7.13M
5
IYR icon
iShares US Real Estate ETF
IYR
+$6.58M

Sector Composition

1 Technology 10.92%
2 Financials 4.71%
3 Consumer Discretionary 3.97%
4 Healthcare 3.58%
5 Industrials 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3301
$889 ﹤0.01%
+66
3302
$887 ﹤0.01%
29
3303
$880 ﹤0.01%
+50
3304
0
3305
0
3306
$868 ﹤0.01%
+330
3307
$862 ﹤0.01%
+28
3308
$859 ﹤0.01%
184
3309
$859 ﹤0.01%
21
3310
$857 ﹤0.01%
+24
3311
$856 ﹤0.01%
+14
3312
$848 ﹤0.01%
134
3313
$848 ﹤0.01%
98
+93
3314
0
3315
$845 ﹤0.01%
+25
3316
$842 ﹤0.01%
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3317
$835 ﹤0.01%
+146
3318
$819 ﹤0.01%
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3319
$813 ﹤0.01%
34
+26
3320
$813 ﹤0.01%
+36
3321
$812 ﹤0.01%
+50
3322
$790 ﹤0.01%
7
-26
3323
$790 ﹤0.01%
+10,000
3324
$787 ﹤0.01%
108
+11
3325
$781 ﹤0.01%
120