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
$2.29B
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,356
New
Increased
Reduced
Closed

Sector Composition

1 Financials 6.56%
2 Consumer Staples 6.04%
3 Technology 6.02%
4 Healthcare 6.01%
5 Industrials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3726
$1K ﹤0.01%
11
3727
$1K ﹤0.01%
213
3728
$1K ﹤0.01%
550
3729
$1K ﹤0.01%
142
-250
3730
$1K ﹤0.01%
32
+13
3731
$1K ﹤0.01%
200
3732
$1K ﹤0.01%
+43
3733
$1K ﹤0.01%
12
3734
$1K ﹤0.01%
207
3735
$1K ﹤0.01%
45
3736
$1K ﹤0.01%
277
-11
3737
$1K ﹤0.01%
18
3738
$1K ﹤0.01%
60
-290
3739
$1K ﹤0.01%
23
3740
$1K ﹤0.01%
156
3741
$1K ﹤0.01%
99
3742
$1K ﹤0.01%
35
3743
$1K ﹤0.01%
100
3744
$1K ﹤0.01%
67
-6
3745
$1K ﹤0.01%
13
3746
$1K ﹤0.01%
100
3747
$1K ﹤0.01%
63
3748
$1K ﹤0.01%
+33
3749
$1K ﹤0.01%
128
3750
$1K ﹤0.01%
86