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
3926
$6K ﹤0.01%
565
3927
$6K ﹤0.01%
268
+166
3928
$6K ﹤0.01%
27
+5
3929
$6K ﹤0.01%
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3930
$6K ﹤0.01%
175
3931
$6K ﹤0.01%
75
+69
3932
$6K ﹤0.01%
+47
3933
$6K ﹤0.01%
11
+2
3934
$6K ﹤0.01%
131
+27
3935
$6K ﹤0.01%
33
-17
3936
$6K ﹤0.01%
69
-47
3937
$6K ﹤0.01%
2
+1
3938
$6K ﹤0.01%
144
-2
3939
$6K ﹤0.01%
1,900
+400
3940
$6K ﹤0.01%
562
3941
$6K ﹤0.01%
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3942
$6K ﹤0.01%
239
3943
$6K ﹤0.01%
189
+115
3944
$6K ﹤0.01%
121
+81
3945
$6K ﹤0.01%
500
3946
$6K ﹤0.01%
134
+3
3947
$6K ﹤0.01%
850
3948
$6K ﹤0.01%
71
-2
3949
$6K ﹤0.01%
258
+107
3950
$6K ﹤0.01%
107