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
3626
$7K ﹤0.01%
519
-10
3627
$7K ﹤0.01%
440
3628
$7K ﹤0.01%
700
-700
3629
$7K ﹤0.01%
300
-1,200
3630
$7K ﹤0.01%
136
-11
3631
$7K ﹤0.01%
194
-149
3632
$7K ﹤0.01%
40
3633
$7K ﹤0.01%
327
+69
3634
$7K ﹤0.01%
659
+25
3635
$7K ﹤0.01%
200
3636
$7K ﹤0.01%
500
3637
$7K ﹤0.01%
307
3638
$7K ﹤0.01%
144
+25
3639
$7K ﹤0.01%
165
3640
$7K ﹤0.01%
500
3641
$7K ﹤0.01%
256
3642
$7K ﹤0.01%
62
-110
3643
$7K ﹤0.01%
247
-456
3644
$7K ﹤0.01%
353
+164
3645
$7K ﹤0.01%
177
-19
3646
$7K ﹤0.01%
135
-165
3647
$7K ﹤0.01%
218
-53
3648
$7K ﹤0.01%
211
-181
3649
$7K ﹤0.01%
172
-135
3650
$7K ﹤0.01%
1,622
+1,322