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
$1.67B
AUM Growth
+$413M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,566
New
Increased
Reduced
Closed

Top Sells

1 +$10.2M
2 +$7.68M
3 +$5.85M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.05M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.86M

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
$6K ﹤0.01%
169
+1
2002
$6K ﹤0.01%
768
2003
$5K ﹤0.01%
365
+200
2004
$5K ﹤0.01%
1,305
+27
2005
$5K ﹤0.01%
104
+23
2006
$5K ﹤0.01%
+280
2007
$5K ﹤0.01%
136
+100
2008
$5K ﹤0.01%
149
-429
2009
$5K ﹤0.01%
231
2010
$5K ﹤0.01%
170
2011
$5K ﹤0.01%
200
2012
$5K ﹤0.01%
289
+22
2013
$5K ﹤0.01%
36
2014
$5K ﹤0.01%
41
-7
2015
$5K ﹤0.01%
375
2016
$5K ﹤0.01%
816
2017
$5K ﹤0.01%
500
2018
$5K ﹤0.01%
110
+2
2019
$5K ﹤0.01%
206
2020
$5K ﹤0.01%
165
2021
$5K ﹤0.01%
94
2022
$5K ﹤0.01%
+200
2023
$5K ﹤0.01%
392
+360
2024
$5K ﹤0.01%
262
2025
$5K ﹤0.01%
762
+532