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
3651
$7K ﹤0.01%
200
3652
$7K ﹤0.01%
234
+56
3653
$7K ﹤0.01%
385
-18
3654
$7K ﹤0.01%
262
3655
$7K ﹤0.01%
200
3656
$6K ﹤0.01%
152
+78
3657
$6K ﹤0.01%
+622
3658
$6K ﹤0.01%
69
-66
3659
$6K ﹤0.01%
372
-1,195
3660
$6K ﹤0.01%
96
-201
3661
$6K ﹤0.01%
96
-71
3662
$6K ﹤0.01%
191
+9
3663
$6K ﹤0.01%
300
-313
3664
$6K ﹤0.01%
771
-894
3665
$6K ﹤0.01%
500
3666
$6K ﹤0.01%
100
-79
3667
$6K ﹤0.01%
292
-557
3668
$6K ﹤0.01%
428
3669
$6K ﹤0.01%
103
-27
3670
$6K ﹤0.01%
109
+4
3671
$6K ﹤0.01%
392
+10
3672
$6K ﹤0.01%
270
3673
$6K ﹤0.01%
222
3674
$6K ﹤0.01%
162
+19
3675
$6K ﹤0.01%
250
-140