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
$2.39B
AUM Growth
+$94.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,635
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.47%
2 Financials 4.06%
3 Consumer Discretionary 3.84%
4 Healthcare 3.13%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2151
$14.7K ﹤0.01%
350
-478
2152
$14.7K ﹤0.01%
209
+163
2153
$14.6K ﹤0.01%
60
+3
2154
$14.6K ﹤0.01%
655
2155
$14.6K ﹤0.01%
341
+1
2156
$14.6K ﹤0.01%
2,428
+60
2157
$14.6K ﹤0.01%
6,461
-13,702
2158
$14.6K ﹤0.01%
1,000
2159
$14.5K ﹤0.01%
742
+313
2160
$14.5K ﹤0.01%
903
2161
$14.4K ﹤0.01%
1,630
2162
$14.4K ﹤0.01%
202
2163
$14.4K ﹤0.01%
542
-450
2164
$14.3K ﹤0.01%
240
2165
$14.2K ﹤0.01%
830
2166
$14.2K ﹤0.01%
344
2167
$14.2K ﹤0.01%
+105
2168
$14.1K ﹤0.01%
961
2169
$14.1K ﹤0.01%
1,231
2170
$14.1K ﹤0.01%
957
-639
2171
$14.1K ﹤0.01%
341
+256
2172
$14.1K ﹤0.01%
162
-903
2173
$14K ﹤0.01%
118
2174
$14K ﹤0.01%
1,977
2175
$13.9K ﹤0.01%
806