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
4226
$3K ﹤0.01%
705
+300
4227
$3K ﹤0.01%
154
4228
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75
-15
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4230
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4231
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4232
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94
4233
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149
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4234
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4235
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17
4236
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73
+27
4237
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-45
4238
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433
+362
4239
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103
4240
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84
+28
4241
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30
+10
4242
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4243
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+50
4244
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+10
4245
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20
4246
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4247
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80
4248
$3K ﹤0.01%
34
4249
$3K ﹤0.01%
165
4250
$3K ﹤0.01%
29
+26