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
3576
$11K ﹤0.01%
493
+193
3577
$11K ﹤0.01%
520
3578
$11K ﹤0.01%
428
3579
$11K ﹤0.01%
2,000
3580
$11K ﹤0.01%
800
3581
$11K ﹤0.01%
84
3582
$11K ﹤0.01%
384
+35
3583
$11K ﹤0.01%
449
+358
3584
$11K ﹤0.01%
80
3585
$11K ﹤0.01%
2
3586
$11K ﹤0.01%
156
3587
$11K ﹤0.01%
15
3588
$11K ﹤0.01%
700
3589
$11K ﹤0.01%
373
-25
3590
$11K ﹤0.01%
10
3591
$11K ﹤0.01%
220
+10
3592
$11K ﹤0.01%
111
3593
$11K ﹤0.01%
6
3594
$11K ﹤0.01%
298
+90
3595
$11K ﹤0.01%
150
3596
$11K ﹤0.01%
320
+111
3597
$11K ﹤0.01%
331
3598
$11K ﹤0.01%
400
-200
3599
$11K ﹤0.01%
465
3600
$11K ﹤0.01%
364