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
3751
$8K ﹤0.01%
74
3752
$8K ﹤0.01%
11
+5
3753
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10
3754
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+904
3755
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307
+16
3756
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382
+181
3757
$8K ﹤0.01%
659
3758
$8K ﹤0.01%
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3759
$8K ﹤0.01%
349
3760
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3761
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295
+26
3762
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3763
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3764
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3765
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+50
3766
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3767
$8K ﹤0.01%
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3768
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3769
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3770
$8K ﹤0.01%
331
3771
$8K ﹤0.01%
74
3772
$8K ﹤0.01%
193
+100
3773
$8K ﹤0.01%
200
3774
$8K ﹤0.01%
175
3775
$8K ﹤0.01%
300