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
3701
$9K ﹤0.01%
256
3702
$9K ﹤0.01%
+206
3703
$9K ﹤0.01%
119
3704
$9K ﹤0.01%
524
+500
3705
$9K ﹤0.01%
+347
3706
$9K ﹤0.01%
119
+14
3707
$9K ﹤0.01%
203
-3
3708
$9K ﹤0.01%
240
+131
3709
$9K ﹤0.01%
43
-20
3710
$9K ﹤0.01%
955
+60
3711
$9K ﹤0.01%
3,150
3712
$9K ﹤0.01%
343
+1
3713
$9K ﹤0.01%
77
+58
3714
$9K ﹤0.01%
128
3715
$9K ﹤0.01%
660
3716
$9K ﹤0.01%
+367
3717
$9K ﹤0.01%
232
+227
3718
$9K ﹤0.01%
213
3719
$9K ﹤0.01%
199
+136
3720
$9K ﹤0.01%
200
3721
$9K ﹤0.01%
208
3722
$9K ﹤0.01%
45
3723
$9K ﹤0.01%
+99
3724
$9K ﹤0.01%
122
+2
3725
$9K ﹤0.01%
177
+1