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
3951
$6K ﹤0.01%
18
-1
3952
$6K ﹤0.01%
193
3953
$6K ﹤0.01%
376
+4
3954
$6K ﹤0.01%
107
3955
$6K ﹤0.01%
1,000
3956
$6K ﹤0.01%
145
+15
3957
$6K ﹤0.01%
506
3958
$6K ﹤0.01%
2,860
3959
$6K ﹤0.01%
110
3960
$6K ﹤0.01%
22
3961
$6K ﹤0.01%
400
3962
$6K ﹤0.01%
142
3963
$6K ﹤0.01%
415
+304
3964
$6K ﹤0.01%
93
-86
3965
$6K ﹤0.01%
88
3966
$6K ﹤0.01%
182
3967
$6K ﹤0.01%
190
+25
3968
$6K ﹤0.01%
363
3969
$6K ﹤0.01%
428
3970
$6K ﹤0.01%
+105
3971
$6K ﹤0.01%
125
-12
3972
$6K ﹤0.01%
+31
3973
$6K ﹤0.01%
1,000
3974
$6K ﹤0.01%
207
3975
$6K ﹤0.01%
575