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
3426
$14K ﹤0.01%
12
-2
3427
$13K ﹤0.01%
297
+9
3428
$13K ﹤0.01%
441
3429
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3430
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1,130
3431
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3432
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+5
3433
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+1
3434
$13K ﹤0.01%
100
3435
$13K ﹤0.01%
6
3436
$13K ﹤0.01%
350
3437
$13K ﹤0.01%
4,083
+2,812
3438
$13K ﹤0.01%
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3439
$13K ﹤0.01%
82
3440
$13K ﹤0.01%
6
3441
$13K ﹤0.01%
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-2
3442
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+36
3443
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11
+10
3444
$13K ﹤0.01%
392
+92
3445
$13K ﹤0.01%
511
+7
3446
$13K ﹤0.01%
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3447
$13K ﹤0.01%
500
3448
$13K ﹤0.01%
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3449
$13K ﹤0.01%
153
+138
3450
$13K ﹤0.01%
500