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
4076
$5K ﹤0.01%
50
+20
4077
$5K ﹤0.01%
295
4078
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114
4079
0
4080
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4081
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2,000
4082
$5K ﹤0.01%
258
+98
4083
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204
4084
$5K ﹤0.01%
26
+3
4085
$4K ﹤0.01%
+800
4086
$4K ﹤0.01%
198
+147
4087
$4K ﹤0.01%
86
4088
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+200
4089
$4K ﹤0.01%
500
4090
$4K ﹤0.01%
184
+35
4091
$4K ﹤0.01%
2,500
+2,000
4092
$4K ﹤0.01%
+222
4093
$4K ﹤0.01%
18
4094
$4K ﹤0.01%
368
-2
4095
$4K ﹤0.01%
+146
4096
$4K ﹤0.01%
249
4097
$4K ﹤0.01%
60
4098
$4K ﹤0.01%
63
+13
4099
$4K ﹤0.01%
267
4100
$4K ﹤0.01%
475