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
3851
$1K ﹤0.01%
2,332
3852
$1K ﹤0.01%
+10
3853
$1K ﹤0.01%
18
-345
3854
$1K ﹤0.01%
81
+10
3855
$1K ﹤0.01%
34
3856
$1K ﹤0.01%
42
3857
$1K ﹤0.01%
44
3858
$1K ﹤0.01%
36
3859
$1K ﹤0.01%
45
-395
3860
$1K ﹤0.01%
28
3861
$1K ﹤0.01%
2
3862
$1K ﹤0.01%
25
-290
3863
$1K ﹤0.01%
11
3864
$1K ﹤0.01%
2
3865
$1K ﹤0.01%
283
3866
$1K ﹤0.01%
63
3867
$1K ﹤0.01%
53
3868
$1K ﹤0.01%
70
3869
$1K ﹤0.01%
75
3870
$1K ﹤0.01%
+34
3871
$1K ﹤0.01%
46
3872
$1K ﹤0.01%
100
3873
$1K ﹤0.01%
30
3874
$1K ﹤0.01%
25
3875
$1K ﹤0.01%
59
-48