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
3901
$7K ﹤0.01%
76
3902
$7K ﹤0.01%
120
+10
3903
$7K ﹤0.01%
262
+48
3904
$7K ﹤0.01%
+200
3905
$7K ﹤0.01%
375
3906
$6K ﹤0.01%
286
+43
3907
$6K ﹤0.01%
270
3908
$6K ﹤0.01%
106
3909
$6K ﹤0.01%
222
3910
$6K ﹤0.01%
294
3911
$6K ﹤0.01%
505
-34
3912
$6K ﹤0.01%
116
3913
$6K ﹤0.01%
74
3914
$6K ﹤0.01%
385
3915
$6K ﹤0.01%
100
3916
$6K ﹤0.01%
127
+80
3917
$6K ﹤0.01%
467
+404
3918
$6K ﹤0.01%
332
3919
$6K ﹤0.01%
520
3920
$6K ﹤0.01%
400
3921
$6K ﹤0.01%
119
3922
$6K ﹤0.01%
179
+48
3923
$6K ﹤0.01%
96
+30
3924
$6K ﹤0.01%
1,026
3925
$6K ﹤0.01%
192
-35