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
$3.84B
AUM Growth
+$714M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,773
New
Increased
Reduced
Closed

Top Sells

1 +$5.42M
2 +$4.46M
3 +$4.18M
4
XYL icon
Xylem
XYL
+$2.61M
5
BKNG icon
Booking.com
BKNG
+$1.52M

Sector Composition

1 Communication Services 9.08%
2 Consumer Discretionary 5.28%
3 Technology 5.18%
4 Financials 3.5%
5 Industrials 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2426
$46K ﹤0.01%
+2,000
2427
$46K ﹤0.01%
225
+50
2428
$46K ﹤0.01%
2,755
+5
2429
$46K ﹤0.01%
994
+284
2430
$46K ﹤0.01%
1,450
2431
$46K ﹤0.01%
3,214
+39
2432
$46K ﹤0.01%
305
+76
2433
$46K ﹤0.01%
184
-30
2434
$46K ﹤0.01%
893
+88
2435
$46K ﹤0.01%
733
+7
2436
$46K ﹤0.01%
+1,821
2437
$46K ﹤0.01%
701
+68
2438
$46K ﹤0.01%
1,330
+986
2439
$46K ﹤0.01%
365
+31
2440
$46K ﹤0.01%
609
2441
$46K ﹤0.01%
1,325
2442
$46K ﹤0.01%
7,812
+252
2443
$45K ﹤0.01%
2,394
+170
2444
$45K ﹤0.01%
2,450
2445
$45K ﹤0.01%
999
+332
2446
$45K ﹤0.01%
1,800
+230
2447
$45K ﹤0.01%
1,985
2448
$45K ﹤0.01%
2,500
2449
$45K ﹤0.01%
588
+77
2450
$45K ﹤0.01%
1,119
+693