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
$2.39B
AUM Growth
+$94.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,635
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.47%
2 Financials 4.06%
3 Consumer Discretionary 3.84%
4 Healthcare 3.13%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$19.7K ﹤0.01%
277
-30
2002
$19.7K ﹤0.01%
477
2003
$19.7K ﹤0.01%
235
-60
2004
$19.7K ﹤0.01%
2,300
2005
$19.6K ﹤0.01%
2,042
+892
2006
$19.6K ﹤0.01%
300
2007
$19.6K ﹤0.01%
49
+2
2008
$19.6K ﹤0.01%
784
-425
2009
$19.5K ﹤0.01%
66
+17
2010
$19.5K ﹤0.01%
437
+387
2011
$19.5K ﹤0.01%
500
2012
$19.5K ﹤0.01%
567
-1,011
2013
$19.4K ﹤0.01%
571
2014
$19.4K ﹤0.01%
2,056
-2,044
2015
$19.4K ﹤0.01%
581
+104
2016
$19.4K ﹤0.01%
550
2017
$19.4K ﹤0.01%
761
-351
2018
$19.3K ﹤0.01%
657
-398
2019
$19.3K ﹤0.01%
590
-915
2020
$19.3K ﹤0.01%
1,202
+529
2021
$19.2K ﹤0.01%
2,590
+454
2022
$19.2K ﹤0.01%
411
-33
2023
$19.2K ﹤0.01%
897
2024
$19.2K ﹤0.01%
1,139
2025
$19.2K ﹤0.01%
582
+74