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
3876
$7K ﹤0.01%
440
+38
3877
$7K ﹤0.01%
+8
3878
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30
+13
3879
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3880
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3881
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-4
3882
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+100
3883
$7K ﹤0.01%
98
-5
3884
$7K ﹤0.01%
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3885
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61
3886
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3887
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3888
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-1
3889
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3890
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3891
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3892
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3893
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626
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3894
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3895
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3896
$7K ﹤0.01%
500
3897
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3898
$7K ﹤0.01%
270
+203
3899
$7K ﹤0.01%
70
+5
3900
$7K ﹤0.01%
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+21