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
2276
$18.7K ﹤0.01%
1,019
+2
2277
$18.7K ﹤0.01%
285
2278
$18.7K ﹤0.01%
+434
2279
$18.7K ﹤0.01%
800
+400
2280
$18.7K ﹤0.01%
153
-32
2281
$18.7K ﹤0.01%
519
+219
2282
$18.6K ﹤0.01%
262
2283
$18.6K ﹤0.01%
920
2284
$18.5K ﹤0.01%
237
+4
2285
$18.5K ﹤0.01%
1,700
2286
$18.4K ﹤0.01%
368
+34
2287
$18.4K ﹤0.01%
750
+7
2288
$18.4K ﹤0.01%
729
2289
$18.4K ﹤0.01%
700
2290
$18.4K ﹤0.01%
98
-55
2291
$18.3K ﹤0.01%
598
2292
$18.3K ﹤0.01%
+240
2293
$18.3K ﹤0.01%
556
+132
2294
$18.2K ﹤0.01%
216
+59
2295
$18.1K ﹤0.01%
195
+32
2296
$18K ﹤0.01%
658
+293
2297
$17.9K ﹤0.01%
443
+122
2298
$17.9K ﹤0.01%
163
2299
$17.9K ﹤0.01%
411
2300
$17.8K ﹤0.01%
500