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
4976
0
4977
0
4978
$0 ﹤0.01%
15
+5
4979
0
4980
0
4981
0
4982
0
4983
0
4984
0
4985
0
4986
0
4987
0
4988
0
4989
0
4990
0
4991
0
4992
0
4993
0
4994
0
4995
0
4996
0
4997
0
4998
0
4999
0
5000
0