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
3451
$13K ﹤0.01%
525
3452
$13K ﹤0.01%
685
+37
3453
$13K ﹤0.01%
1,102
3454
$13K ﹤0.01%
295
+18
3455
$13K ﹤0.01%
1,875
3456
$13K ﹤0.01%
616
3457
0
3458
$13K ﹤0.01%
795
3459
$13K ﹤0.01%
1,400
3460
$13K ﹤0.01%
16
3461
$13K ﹤0.01%
2,000
3462
$13K ﹤0.01%
1,572
+77
3463
$13K ﹤0.01%
4
3464
$13K ﹤0.01%
13
3465
$13K ﹤0.01%
284
+15
3466
$13K ﹤0.01%
76
+6
3467
$13K ﹤0.01%
+322
3468
$13K ﹤0.01%
238
+38
3469
$13K ﹤0.01%
28
3470
$13K ﹤0.01%
613
+240
3471
$13K ﹤0.01%
1,665
+5
3472
$13K ﹤0.01%
+700
3473
$13K ﹤0.01%
630
3474
$13K ﹤0.01%
245
3475
$13K ﹤0.01%
81
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