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
3676
$6K ﹤0.01%
103
-13
3677
$6K ﹤0.01%
321
+261
3678
$6K ﹤0.01%
74
3679
$6K ﹤0.01%
1,000
-175
3680
$6K ﹤0.01%
26
-105
3681
$6K ﹤0.01%
132
-26
3682
$6K ﹤0.01%
62
-72
3683
$6K ﹤0.01%
117
-10
3684
$6K ﹤0.01%
240
-91
3685
$6K ﹤0.01%
+202
3686
$6K ﹤0.01%
94
-47
3687
$6K ﹤0.01%
520
3688
$6K ﹤0.01%
7
-271
3689
$6K ﹤0.01%
134
-14
3690
$6K ﹤0.01%
73
-23
3691
$6K ﹤0.01%
1,026
3692
$6K ﹤0.01%
115
+10
3693
$6K ﹤0.01%
292
+24
3694
$6K ﹤0.01%
112
3695
$6K ﹤0.01%
+18
3696
$6K ﹤0.01%
75
-186
3697
$6K ﹤0.01%
175
3698
$6K ﹤0.01%
+293
3699
$6K ﹤0.01%
30
-23
3700
$6K ﹤0.01%
409
-1,844