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
3801
$8K ﹤0.01%
376
3802
$8K ﹤0.01%
307
3803
$8K ﹤0.01%
173
3804
$8K ﹤0.01%
261
3805
$8K ﹤0.01%
435
+48
3806
$8K ﹤0.01%
212
3807
$8K ﹤0.01%
403
+18
3808
$8K ﹤0.01%
320
3809
$8K ﹤0.01%
128
+17
3810
$8K ﹤0.01%
479
3811
$8K ﹤0.01%
2,117
+1,250
3812
$8K ﹤0.01%
300
3813
$8K ﹤0.01%
276
+262
3814
$8K ﹤0.01%
309
-45
3815
$8K ﹤0.01%
300
3816
$8K ﹤0.01%
176
+53
3817
$8K ﹤0.01%
93
-9
3818
$8K ﹤0.01%
200
3819
$8K ﹤0.01%
125
3820
$8K ﹤0.01%
147
+3
3821
$8K ﹤0.01%
1,000
3822
$8K ﹤0.01%
18
3823
$8K ﹤0.01%
90
3824
$8K ﹤0.01%
417
3825
$8K ﹤0.01%
1,495
+394