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
$1.67B
AUM Growth
+$413M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,566
New
Increased
Reduced
Closed

Top Sells

1 +$10.2M
2 +$7.68M
3 +$5.85M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.05M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.86M

Sector Composition

1 Technology 8.01%
2 Consumer Discretionary 4.29%
3 Healthcare 4.15%
4 Financials 3.93%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
$1K ﹤0.01%
29
2552
$1K ﹤0.01%
11
2553
$1K ﹤0.01%
9
2554
$1K ﹤0.01%
53
-200
2555
$1K ﹤0.01%
71
2556
$1K ﹤0.01%
64
2557
$1K ﹤0.01%
+10
2558
$1K ﹤0.01%
144
2559
$1K ﹤0.01%
+24
2560
$1K ﹤0.01%
135
2561
$1K ﹤0.01%
30
2562
$1K ﹤0.01%
26
2563
$1K ﹤0.01%
296
2564
$1K ﹤0.01%
149
2565
$1K ﹤0.01%
18
2566
$1K ﹤0.01%
35
2567
$1K ﹤0.01%
17
2568
$1K ﹤0.01%
19
2569
$1K ﹤0.01%
+400
2570
$1K ﹤0.01%
100
-100
2571
$1K ﹤0.01%
84
2572
$1K ﹤0.01%
+45
2573
$1K ﹤0.01%
200
2574
$1K ﹤0.01%
38
2575
$1K ﹤0.01%
+1,000