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
$5.1B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,705
New
Increased
Reduced
Closed

Top Sells

1 +$14.8M
2 +$7.4M
3 +$7.36M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.94M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.89M

Sector Composition

1 Technology 4.45%
2 Consumer Discretionary 2.11%
3 Financials 2.1%
4 Healthcare 1.7%
5 Communication Services 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2801
$1K ﹤0.01%
140
2802
$1K ﹤0.01%
1
2803
$1K ﹤0.01%
17
2804
$1K ﹤0.01%
+54
2805
$1K ﹤0.01%
1
2806
$1K ﹤0.01%
7
2807
$1K ﹤0.01%
+37
2808
$1K ﹤0.01%
10
2809
$1K ﹤0.01%
5
2810
$1K ﹤0.01%
10
2811
$1K ﹤0.01%
19
2812
$1K ﹤0.01%
2
2813
$1K ﹤0.01%
34
2814
$1K ﹤0.01%
+19
2815
$1K ﹤0.01%
23
-11
2816
$1K ﹤0.01%
+3
2817
$1K ﹤0.01%
10
2818
$1K ﹤0.01%
3
2819
$1K ﹤0.01%
3
2820
$1K ﹤0.01%
18
2821
$1K ﹤0.01%
20
2822
$1K ﹤0.01%
+250
2823
$1K ﹤0.01%
1
2824
$1K ﹤0.01%
80
2825
$1K ﹤0.01%
35