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
3776
$8K ﹤0.01%
116
3777
$8K ﹤0.01%
85
+39
3778
$8K ﹤0.01%
266
3779
$8K ﹤0.01%
+737
3780
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326
3781
$8K ﹤0.01%
32
+7
3782
$8K ﹤0.01%
119
3783
$8K ﹤0.01%
167
3784
$8K ﹤0.01%
111
+37
3785
$8K ﹤0.01%
234
+1
3786
$8K ﹤0.01%
216
+75
3787
$8K ﹤0.01%
1,500
+500
3788
$8K ﹤0.01%
485
3789
$8K ﹤0.01%
100
3790
$8K ﹤0.01%
116
3791
$8K ﹤0.01%
300
3792
$8K ﹤0.01%
1,199
3793
$8K ﹤0.01%
203
3794
$8K ﹤0.01%
196
+122
3795
$8K ﹤0.01%
182
3796
$8K ﹤0.01%
356
3797
$8K ﹤0.01%
602
3798
$8K ﹤0.01%
13
3799
$8K ﹤0.01%
169
+9
3800
$8K ﹤0.01%
+4,000