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
$3.24B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,794
New
Increased
Reduced
Closed

Sector Composition

1 Technology 10.66%
2 Financials 4.61%
3 Healthcare 3.7%
4 Consumer Discretionary 3.47%
5 Industrials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2351
$17.3K ﹤0.01%
358
+84
2352
$17.3K ﹤0.01%
427
-107
2353
$17.2K ﹤0.01%
222
+17
2354
$17.2K ﹤0.01%
1,339
2355
$17.2K ﹤0.01%
2,002
-35
2356
$17.2K ﹤0.01%
2,986
-692
2357
$17.1K ﹤0.01%
+600
2358
$17.1K ﹤0.01%
925
-272
2359
$17.1K ﹤0.01%
353
-10
2360
$16.9K ﹤0.01%
679
-67
2361
$16.9K ﹤0.01%
+354
2362
$16.8K ﹤0.01%
560
+406
2363
$16.8K ﹤0.01%
373
-67
2364
$16.8K ﹤0.01%
643
+328
2365
$16.8K ﹤0.01%
470
+99
2366
$16.7K ﹤0.01%
2,000
2367
$16.7K ﹤0.01%
672
2368
$16.7K ﹤0.01%
1,000
2369
$16.7K ﹤0.01%
+2,900
2370
$16.6K ﹤0.01%
1,400
+700
2371
$16.6K ﹤0.01%
106
-4
2372
$16.6K ﹤0.01%
215
-550
2373
$16.5K ﹤0.01%
2,519
+120
2374
$16.5K ﹤0.01%
2,140
+150
2375
$16.5K ﹤0.01%
218