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
3851
$7K ﹤0.01%
149
+136
3852
$7K ﹤0.01%
+464
3853
$7K ﹤0.01%
350
3854
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158
3855
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89
3856
$7K ﹤0.01%
67
+35
3857
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53
3858
$7K ﹤0.01%
149
+34
3859
$7K ﹤0.01%
+327
3860
$7K ﹤0.01%
+540
3861
$7K ﹤0.01%
146
+89
3862
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152
3863
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+200
3864
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68
-25
3865
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200
3866
$7K ﹤0.01%
422
+22
3867
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3868
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3869
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226
3870
$7K ﹤0.01%
292
+150
3871
$7K ﹤0.01%
300
3872
$7K ﹤0.01%
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3873
$7K ﹤0.01%
136
3874
$7K ﹤0.01%
+350
3875
$7K ﹤0.01%
350