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
4001
$5K ﹤0.01%
+103
4002
$5K ﹤0.01%
+103
4003
$5K ﹤0.01%
85
4004
$5K ﹤0.01%
296
4005
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200
4006
$5K ﹤0.01%
143
+27
4007
$5K ﹤0.01%
233
+33
4008
$5K ﹤0.01%
50
4009
$5K ﹤0.01%
31
4010
$5K ﹤0.01%
167
4011
$5K ﹤0.01%
255
-15
4012
$5K ﹤0.01%
100
4013
$5K ﹤0.01%
97
4014
$5K ﹤0.01%
183
+12
4015
$5K ﹤0.01%
53
4016
$5K ﹤0.01%
100
4017
$5K ﹤0.01%
76
4018
$5K ﹤0.01%
70
+6
4019
$5K ﹤0.01%
198
-75
4020
$5K ﹤0.01%
56
+1
4021
$5K ﹤0.01%
430
+4
4022
$5K ﹤0.01%
99
4023
$5K ﹤0.01%
218
+1
4024
$5K ﹤0.01%
700
4025
$5K ﹤0.01%
75