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
3351
$15K ﹤0.01%
1,200
3352
$15K ﹤0.01%
309
+26
3353
$15K ﹤0.01%
180
+9
3354
$15K ﹤0.01%
31
3355
$15K ﹤0.01%
125
3356
$15K ﹤0.01%
709
+467
3357
$15K ﹤0.01%
15
3358
$15K ﹤0.01%
+280
3359
$15K ﹤0.01%
81
3360
$15K ﹤0.01%
352
3361
$15K ﹤0.01%
740
+79
3362
$15K ﹤0.01%
112
3363
$15K ﹤0.01%
639
3364
$15K ﹤0.01%
282
3365
$15K ﹤0.01%
+617
3366
0
3367
$14K ﹤0.01%
9
3368
$14K ﹤0.01%
16
+3
3369
$14K ﹤0.01%
152
3370
$14K ﹤0.01%
242
+8
3371
$14K ﹤0.01%
780
3372
$14K ﹤0.01%
+7
3373
$14K ﹤0.01%
687
3374
$14K ﹤0.01%
113
+101
3375
$14K ﹤0.01%
410