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
4126
$4K ﹤0.01%
191
4127
$4K ﹤0.01%
200
4128
$4K ﹤0.01%
347
4129
$4K ﹤0.01%
50
4130
$4K ﹤0.01%
+102
4131
$4K ﹤0.01%
161
+1
4132
$4K ﹤0.01%
1
4133
$4K ﹤0.01%
122
4134
$4K ﹤0.01%
322
4135
$4K ﹤0.01%
102
4136
$4K ﹤0.01%
55
+48
4137
$4K ﹤0.01%
48
4138
$4K ﹤0.01%
1,000
4139
$4K ﹤0.01%
464
4140
$4K ﹤0.01%
64
4141
$4K ﹤0.01%
600
4142
$4K ﹤0.01%
+600
4143
$4K ﹤0.01%
343
4144
$4K ﹤0.01%
208
+198
4145
$4K ﹤0.01%
179
4146
$4K ﹤0.01%
33
+9
4147
$4K ﹤0.01%
416
4148
0
4149
$4K ﹤0.01%
14
+6
4150
$4K ﹤0.01%
192
+72