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
3326
$171 ﹤0.01%
+100
3327
$170 ﹤0.01%
375
3328
$167 ﹤0.01%
8
3329
$163 ﹤0.01%
295
+269
3330
$156 ﹤0.01%
95
+44
3331
$151 ﹤0.01%
11
3332
$146 ﹤0.01%
4
3333
$141 ﹤0.01%
+4
3334
$139 ﹤0.01%
11
3335
0
3336
$135 ﹤0.01%
19
3337
$134 ﹤0.01%
16
3338
$134 ﹤0.01%
18
3339
$127 ﹤0.01%
232
3340
$122 ﹤0.01%
8
3341
$122 ﹤0.01%
+32
3342
$121 ﹤0.01%
80
3343
$119 ﹤0.01%
68
3344
$118 ﹤0.01%
50
3345
$115 ﹤0.01%
3
-100
3346
$114 ﹤0.01%
1
-282
3347
$112 ﹤0.01%
+6
3348
$108 ﹤0.01%
18
3349
$107 ﹤0.01%
30
3350
$105 ﹤0.01%
3