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
4176
$4K ﹤0.01%
+53
4177
$4K ﹤0.01%
157
+125
4178
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10
4179
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4180
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4181
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1,300
4182
0
4183
$3K ﹤0.01%
154
+131
4184
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4185
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32
+7
4186
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+30
4187
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4188
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4189
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4190
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4191
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4192
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2
4193
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4194
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4195
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4196
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335
+35
4197
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70
4198
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9
4199
$3K ﹤0.01%
+31
4200
$3K ﹤0.01%
600