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
4101
$4K ﹤0.01%
29
4102
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57
+14
4103
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4104
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4105
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4106
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4107
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4108
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4109
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4110
0
4111
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4112
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229
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4113
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4115
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+22
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+1,483
4117
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+1,320
4119
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4120
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4121
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4122
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4123
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4124
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4125
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+100