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
$1.67B
AUM Growth
+$413M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,565
New
Increased
Reduced
Closed

Top Sells

1 +$10.3M
2 +$7.69M
3 +$5.87M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.99M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.83M

Sector Composition

1 Technology 8.01%
2 Consumer Discretionary 4.29%
3 Healthcare 4.15%
4 Financials 3.93%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$5K ﹤0.01%
392
+360
2002
$5K ﹤0.01%
465
2003
$5K ﹤0.01%
76
2004
$5K ﹤0.01%
+300
2005
$5K ﹤0.01%
130
2006
$5K ﹤0.01%
365
+200
2007
$5K ﹤0.01%
104
+23
2008
$5K ﹤0.01%
+280
2009
$5K ﹤0.01%
136
+100
2010
$5K ﹤0.01%
231
2011
$5K ﹤0.01%
170
2012
$5K ﹤0.01%
200
2013
$5K ﹤0.01%
289
+22
2014
$5K ﹤0.01%
36
2015
$5K ﹤0.01%
41
-7
2016
$5K ﹤0.01%
375
2017
$5K ﹤0.01%
816
2018
$5K ﹤0.01%
500
2019
$5K ﹤0.01%
110
+2
2020
$5K ﹤0.01%
206
2021
$5K ﹤0.01%
67
-30
2022
$5K ﹤0.01%
165
2023
$5K ﹤0.01%
94
2024
$5K ﹤0.01%
+200
2025
$5K ﹤0.01%
262