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
$3.05B
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,701
New
Increased
Reduced
Closed

Top Buys

1 +$17.8M
2 +$12.1M
3 +$7.31M
4
AMZN icon
Amazon
AMZN
+$7.13M
5
IYR icon
iShares US Real Estate ETF
IYR
+$6.58M

Sector Composition

1 Technology 10.92%
2 Financials 4.71%
3 Consumer Discretionary 3.97%
4 Healthcare 3.58%
5 Industrials 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2076
$29.3K ﹤0.01%
+5,000
2077
$29.2K ﹤0.01%
+510
2078
$29.2K ﹤0.01%
277
+28
2079
$29.1K ﹤0.01%
1,205
+1,126
2080
$28.9K ﹤0.01%
1,159
+252
2081
$28.8K ﹤0.01%
482
+3
2082
$28.7K ﹤0.01%
131
+16
2083
$28.7K ﹤0.01%
6,824
2084
$28.6K ﹤0.01%
+1,000
2085
$28.6K ﹤0.01%
1,011
+515
2086
$28.6K ﹤0.01%
2,159
+36
2087
$28.6K ﹤0.01%
470
2088
$28.5K ﹤0.01%
750
2089
$28.4K ﹤0.01%
2,900
+2,500
2090
$28.4K ﹤0.01%
347
+51
2091
$28.2K ﹤0.01%
569
+2
2092
$28.1K ﹤0.01%
138
+16
2093
$28.1K ﹤0.01%
4,986
+3,062
2094
$28K ﹤0.01%
1,312
+12
2095
$27.9K ﹤0.01%
576
2096
$27.9K ﹤0.01%
394
+4
2097
$27.7K ﹤0.01%
+1,065
2098
$27.7K ﹤0.01%
335
2099
$27.6K ﹤0.01%
746
+548
2100
$27.6K ﹤0.01%
1,100