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
$2.22B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,632
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.92%
2 Financials 3.96%
3 Consumer Discretionary 3.27%
4 Healthcare 2.97%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$15.8K ﹤0.01%
426
-79
2052
$15.8K ﹤0.01%
385
+2
2053
$15.7K ﹤0.01%
25,832
2054
$15.7K ﹤0.01%
800
2055
$15.7K ﹤0.01%
2,020
2056
$15.6K ﹤0.01%
343
-104
2057
$15.6K ﹤0.01%
194
2058
$15.6K ﹤0.01%
61
-141
2059
$15.6K ﹤0.01%
375
2060
$15.5K ﹤0.01%
350
2061
$15.5K ﹤0.01%
+2,314
2062
$15.5K ﹤0.01%
1,050
2063
$15.5K ﹤0.01%
504
2064
$15.4K ﹤0.01%
1,000
2065
$15.4K ﹤0.01%
442
-512
2066
$15.4K ﹤0.01%
903
2067
$15.3K ﹤0.01%
920
2068
$15.3K ﹤0.01%
90
-44
2069
$15.3K ﹤0.01%
303
+5
2070
$15.2K ﹤0.01%
262
+95
2071
$15.2K ﹤0.01%
266
2072
$15.2K ﹤0.01%
478
2073
$15.2K ﹤0.01%
1,000
2074
$15.2K ﹤0.01%
1,200
2075
$15.1K ﹤0.01%
350