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
3801
$1K ﹤0.01%
+133
3802
$1K ﹤0.01%
30
3803
$1K ﹤0.01%
13
3804
$1K ﹤0.01%
1
3805
$1K ﹤0.01%
60
-173
3806
$1K ﹤0.01%
100
3807
$1K ﹤0.01%
55
3808
$1K ﹤0.01%
900
3809
$1K ﹤0.01%
6
3810
$1K ﹤0.01%
30
3811
$1K ﹤0.01%
162
-3
3812
$1K ﹤0.01%
34
3813
$1K ﹤0.01%
51
3814
$1K ﹤0.01%
10
-2
3815
$1K ﹤0.01%
100
-400
3816
$1K ﹤0.01%
109
3817
$1K ﹤0.01%
102
3818
$1K ﹤0.01%
79
3819
$1K ﹤0.01%
200
3820
$1K ﹤0.01%
+217
3821
$1K ﹤0.01%
79
3822
$1K ﹤0.01%
62
3823
$1K ﹤0.01%
52
3824
$1K ﹤0.01%
21
3825
$1K ﹤0.01%
17