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
$2.29B
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,356
New
Increased
Reduced
Closed

Sector Composition

1 Financials 6.56%
2 Consumer Staples 6.04%
3 Technology 6.02%
4 Healthcare 6.01%
5 Industrials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3451
$3K ﹤0.01%
180
3452
$3K ﹤0.01%
10
3453
$3K ﹤0.01%
100
3454
$3K ﹤0.01%
258
3455
$3K ﹤0.01%
69
3456
$3K ﹤0.01%
190
3457
$3K ﹤0.01%
200
3458
$3K ﹤0.01%
26
3459
$3K ﹤0.01%
42
-41
3460
$3K ﹤0.01%
24
3461
$3K ﹤0.01%
+46
3462
$3K ﹤0.01%
+200
3463
$3K ﹤0.01%
300
3464
$3K ﹤0.01%
+201
3465
$3K ﹤0.01%
159
3466
$3K ﹤0.01%
200
3467
$3K ﹤0.01%
573
3468
$3K ﹤0.01%
251
-5
3469
$3K ﹤0.01%
49
3470
$3K ﹤0.01%
273
3471
$3K ﹤0.01%
190
+10
3472
$3K ﹤0.01%
+81
3473
$3K ﹤0.01%
147
3474
$3K ﹤0.01%
610
3475
$3K ﹤0.01%
79