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
3526
$12K ﹤0.01%
1,750
3527
$12K ﹤0.01%
446
+148
3528
$12K ﹤0.01%
335
+2
3529
$12K ﹤0.01%
325
3530
$12K ﹤0.01%
398
3531
$12K ﹤0.01%
225
+15
3532
$12K ﹤0.01%
465
3533
$12K ﹤0.01%
4,369
3534
$12K ﹤0.01%
32
3535
$12K ﹤0.01%
21
3536
$12K ﹤0.01%
1,050
3537
$12K ﹤0.01%
500
3538
$12K ﹤0.01%
188
+180
3539
$12K ﹤0.01%
210
3540
$12K ﹤0.01%
78
3541
$12K ﹤0.01%
1,408
3542
$12K ﹤0.01%
9
3543
$12K ﹤0.01%
+783
3544
$11K ﹤0.01%
4
3545
$11K ﹤0.01%
81
3546
$11K ﹤0.01%
271
+160
3547
$11K ﹤0.01%
11
3548
$11K ﹤0.01%
179
+1
3549
$11K ﹤0.01%
197
+17
3550
$11K ﹤0.01%
16