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
$3.74B
AUM Growth
-$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,005
New
Increased
Reduced
Closed

Sector Composition

1 Communication Services 9.24%
2 Consumer Discretionary 5.23%
3 Technology 4.89%
4 Financials 3.53%
5 Healthcare 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3451
$9K ﹤0.01%
367
+2
3452
$9K ﹤0.01%
400
+310
3453
$9K ﹤0.01%
32
-11
3454
$9K ﹤0.01%
206
+62
3455
$9K ﹤0.01%
192
-92
3456
$9K ﹤0.01%
128
3457
$9K ﹤0.01%
900
3458
$9K ﹤0.01%
322
+52
3459
$9K ﹤0.01%
1,909
-1,283
3460
$9K ﹤0.01%
367
3461
$9K ﹤0.01%
+500
3462
$9K ﹤0.01%
213
3463
$9K ﹤0.01%
200
3464
$9K ﹤0.01%
208
3465
$9K ﹤0.01%
31
-267
3466
$9K ﹤0.01%
572
+93
3467
$9K ﹤0.01%
183
-21
3468
$9K ﹤0.01%
10
3469
$9K ﹤0.01%
75
+24
3470
$9K ﹤0.01%
620
3471
$9K ﹤0.01%
241
-259
3472
$9K ﹤0.01%
56
-62
3473
$9K ﹤0.01%
150
-143
3474
$9K ﹤0.01%
178
+53
3475
$9K ﹤0.01%
126
-24