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
3501
$12K ﹤0.01%
+300
3502
$12K ﹤0.01%
+463
3503
$12K ﹤0.01%
267
3504
$12K ﹤0.01%
800
3505
$12K ﹤0.01%
4,100
+100
3506
$12K ﹤0.01%
48
3507
$12K ﹤0.01%
552
3508
$12K ﹤0.01%
257
+40
3509
$12K ﹤0.01%
38
3510
$12K ﹤0.01%
32
3511
$12K ﹤0.01%
518
3512
$12K ﹤0.01%
42
+4
3513
$12K ﹤0.01%
248
-1,352
3514
$12K ﹤0.01%
316
+252
3515
$12K ﹤0.01%
900
3516
$12K ﹤0.01%
252
3517
$12K ﹤0.01%
267
3518
$12K ﹤0.01%
271
+51
3519
$12K ﹤0.01%
120
+67
3520
$12K ﹤0.01%
+1,400
3521
$12K ﹤0.01%
12
3522
$12K ﹤0.01%
407
+107
3523
$12K ﹤0.01%
1,200
3524
$12K ﹤0.01%
45
3525
$12K ﹤0.01%
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