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
2451
$45K ﹤0.01%
926
+718
2452
$45K ﹤0.01%
714
2453
$45K ﹤0.01%
641
+3
2454
$45K ﹤0.01%
4,215
+38
2455
$44K ﹤0.01%
4,600
+4,000
2456
$44K ﹤0.01%
3,165
2457
$44K ﹤0.01%
1,963
+14
2458
$44K ﹤0.01%
485
2459
$44K ﹤0.01%
2,000
2460
$44K ﹤0.01%
1,014
+606
2461
$44K ﹤0.01%
1,418
-248
2462
$44K ﹤0.01%
1,897
+1,290
2463
$44K ﹤0.01%
266
-250
2464
$44K ﹤0.01%
+1,728
2465
$44K ﹤0.01%
740
+130
2466
$44K ﹤0.01%
1,202
+300
2467
$44K ﹤0.01%
317
+277
2468
$44K ﹤0.01%
172
2469
$44K ﹤0.01%
650
2470
$44K ﹤0.01%
908
2471
$44K ﹤0.01%
1,327
2472
$44K ﹤0.01%
43
+13
2473
$44K ﹤0.01%
269
+220
2474
$44K ﹤0.01%
2,365
2475
$44K ﹤0.01%
2,241