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
4276
$3K ﹤0.01%
78
4277
$3K ﹤0.01%
27
4278
$3K ﹤0.01%
54
4279
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4,000
4280
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35
4281
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155
4282
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58
+6
4283
$3K ﹤0.01%
75
4284
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97
4285
$3K ﹤0.01%
24
4286
$3K ﹤0.01%
300
4287
$3K ﹤0.01%
2,500
4288
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90
4289
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46
4290
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101
+52
4291
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52
4292
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185
4293
$3K ﹤0.01%
1,000
4294
$3K ﹤0.01%
330
+140
4295
$3K ﹤0.01%
7,000
4296
$3K ﹤0.01%
195
+20
4297
$3K ﹤0.01%
375
4298
$3K ﹤0.01%
58
4299
$3K ﹤0.01%
+60
4300
$3K ﹤0.01%
247
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