IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.83B
AUM Growth
-$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,671
New
Increased
Reduced
Closed

Top Sells

1 +$7.3M
2 +$6.53M
3 +$5.54M
4
IVZ icon
Invesco
IVZ
+$4.14M
5
SIVB
SVB Financial Group
SIVB
+$3.8M

Sector Composition

1 Technology 3.67%
2 Consumer Discretionary 2.22%
3 Financials 2.19%
4 Healthcare 1.65%
5 Communication Services 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3676
0
3677
0
3678
0
3679
0
3680
0
3681
0
3682
0
3683
0
3684
0
3685
0
3686
0
3687
0
3688
0
3689
0
3690
0
3691
0
3692
0
3693
0
3694
0
3695
$0 ﹤0.01%
70
3696
0
3697
0
3698
0
3699
0
3700
0