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
2301
$17.8K ﹤0.01%
1,000
2302
$17.7K ﹤0.01%
767
+297
2303
$17.7K ﹤0.01%
4,979
2304
$17.7K ﹤0.01%
462
+277
2305
$17.6K ﹤0.01%
453
2306
$17.6K ﹤0.01%
2,000
2307
$17.6K ﹤0.01%
95
+22
2308
$17.3K ﹤0.01%
2,949
+1,805
2309
$17.3K ﹤0.01%
730
+23
2310
$17.3K ﹤0.01%
292
+134
2311
$17.2K ﹤0.01%
115
+48
2312
$17.2K ﹤0.01%
1,153
2313
$17.2K ﹤0.01%
670
+20
2314
$17.1K ﹤0.01%
300
2315
$17.1K ﹤0.01%
555
+275
2316
$17K ﹤0.01%
1,339
2317
$17K ﹤0.01%
128
-53
2318
$16.9K ﹤0.01%
1,813
-83
2319
$16.9K ﹤0.01%
420
+1
2320
$16.9K ﹤0.01%
315
+193
2321
$16.9K ﹤0.01%
176
+27
2322
$16.8K ﹤0.01%
+2,000
2323
$16.7K ﹤0.01%
323
+6
2324
$16.7K ﹤0.01%
2,399
2325
$16.7K ﹤0.01%
500