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
3876
$1K ﹤0.01%
20
3877
$1K ﹤0.01%
60
-75
3878
$1K ﹤0.01%
16
-150
3879
$1K ﹤0.01%
333
3880
$1K ﹤0.01%
200
3881
$1K ﹤0.01%
257
3882
$1K ﹤0.01%
30
3883
$1K ﹤0.01%
500
3884
$1K ﹤0.01%
166
3885
$1K ﹤0.01%
150
3886
$1K ﹤0.01%
23
3887
$1K ﹤0.01%
36
3888
$1K ﹤0.01%
41
-20
3889
$1K ﹤0.01%
150
3890
$1K ﹤0.01%
57
3891
$1K ﹤0.01%
350
3892
$1K ﹤0.01%
49
3893
$1K ﹤0.01%
102
-9
3894
$1K ﹤0.01%
1,657
3895
$1K ﹤0.01%
37
-31
3896
$1K ﹤0.01%
104
3897
$1K ﹤0.01%
89
3898
$1K ﹤0.01%
55
3899
$1K ﹤0.01%
166
3900
$1K ﹤0.01%
1,000