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
4051
$5K ﹤0.01%
178
4052
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184
4053
0
4054
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416
4055
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4056
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4057
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4058
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94
+64
4059
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4060
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2,000
4061
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200
4062
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3,400
4063
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4064
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4065
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4066
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4067
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4068
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41
-1
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4070
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4071
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4072
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4,000
4073
$5K ﹤0.01%
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4074
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4075
$5K ﹤0.01%
199
+74