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
3551
$11K ﹤0.01%
7
3552
$11K ﹤0.01%
211
3553
$11K ﹤0.01%
331
+202
3554
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241
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3555
$11K ﹤0.01%
204
+11
3556
$11K ﹤0.01%
3,905
+100
3557
$11K ﹤0.01%
433
+79
3558
$11K ﹤0.01%
257
3559
$11K ﹤0.01%
419
+192
3560
$11K ﹤0.01%
167
+146
3561
$11K ﹤0.01%
11
3562
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245
+1
3563
$11K ﹤0.01%
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3564
$11K ﹤0.01%
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3565
$11K ﹤0.01%
4
3566
$11K ﹤0.01%
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3567
$11K ﹤0.01%
4
3568
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3569
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210
+8
3570
$11K ﹤0.01%
2
3571
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27
3572
$11K ﹤0.01%
221
3573
$11K ﹤0.01%
188
+2
3574
$11K ﹤0.01%
600
3575
$11K ﹤0.01%
1,928
-609