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
$4.83B
AUM Growth
-$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,666
New
Increased
Reduced
Closed

Top Sells

1 +$7.7M
2 +$7.03M
3 +$5.44M
4
IVZ icon
Invesco
IVZ
+$4.06M
5
ARKK icon
ARK Innovation ETF
ARKK
+$4.02M

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
1776
$22K ﹤0.01%
+473
1777
$22K ﹤0.01%
+610
1778
$22K ﹤0.01%
1,100
+400
1779
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1,200
1780
$21K ﹤0.01%
+700
1781
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+345
1782
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+333
1783
$21K ﹤0.01%
686
+650
1784
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350
1785
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600
1786
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400
1787
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+306
1788
$21K ﹤0.01%
550
+347
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$21K ﹤0.01%
196
1790
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977
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$21K ﹤0.01%
401
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$21K ﹤0.01%
369
+55
1793
$21K ﹤0.01%
6,021
+1,000
1794
$21K ﹤0.01%
+221
1795
$21K ﹤0.01%
159
+2
1796
$21K ﹤0.01%
259
+3
1797
$21K ﹤0.01%
1,679
+601
1798
$21K ﹤0.01%
99
+40
1799
$21K ﹤0.01%
408
1800
$21K ﹤0.01%
397
-853