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
$2.45B
AUM Growth
+$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,164
New
Increased
Reduced
Closed

Top Sells

1 +$8.55M
2 +$5.11M
3 +$4.13M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$3.88M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$3.76M

Sector Composition

1 Technology 6.6%
2 Healthcare 5.57%
3 Financials 5.36%
4 Consumer Discretionary 4.27%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2851
$10K ﹤0.01%
130
2852
$9K ﹤0.01%
436
+118
2853
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2856
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635
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2857
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2859
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+23
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1,000
2863
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2864
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2865
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2866
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2867
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2869
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2871
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77
-53
2872
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2873
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420
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2875
$9K ﹤0.01%
368
+327