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
3826
$8K ﹤0.01%
132
3827
$8K ﹤0.01%
540
3828
$7K ﹤0.01%
635
+74
3829
$7K ﹤0.01%
611
3830
$7K ﹤0.01%
85
+63
3831
$7K ﹤0.01%
108
3832
$7K ﹤0.01%
355
+5
3833
$7K ﹤0.01%
1,100
3834
$7K ﹤0.01%
+167
3835
$7K ﹤0.01%
37
3836
$7K ﹤0.01%
+7,900
3837
$7K ﹤0.01%
276
3838
$7K ﹤0.01%
40
3839
$7K ﹤0.01%
634
-9
3840
$7K ﹤0.01%
200
3841
$7K ﹤0.01%
500
3842
$7K ﹤0.01%
161
3843
$7K ﹤0.01%
+107
3844
$7K ﹤0.01%
141
+57
3845
$7K ﹤0.01%
307
-285
3846
$7K ﹤0.01%
+151
3847
$7K ﹤0.01%
+208
3848
0
3849
$7K ﹤0.01%
676
3850
$7K ﹤0.01%
105
+19