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
4251
$3K ﹤0.01%
33
+13
4252
$3K ﹤0.01%
111
+9
4253
$3K ﹤0.01%
+80
4254
$3K ﹤0.01%
1,698
+1,198
4255
$3K ﹤0.01%
103
4256
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42
4257
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5
4258
$3K ﹤0.01%
200
4259
$3K ﹤0.01%
500
4260
$3K ﹤0.01%
712
4261
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26
+18
4262
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+100
4263
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233
4264
$3K ﹤0.01%
110
4265
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136
+27
4266
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220
4267
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68
4268
$3K ﹤0.01%
84
4269
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12
4270
$3K ﹤0.01%
+1,000
4271
$3K ﹤0.01%
+26
4272
$3K ﹤0.01%
14
+2
4273
$3K ﹤0.01%
300
4274
$3K ﹤0.01%
100
4275
$3K ﹤0.01%
5