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
2051
$5K ﹤0.01%
+650
2052
$5K ﹤0.01%
+300
2053
$5K ﹤0.01%
130
2054
$5K ﹤0.01%
+50
2055
$5K ﹤0.01%
+40
2056
$5K ﹤0.01%
1,715
2057
$5K ﹤0.01%
59
2058
$5K ﹤0.01%
588
2059
$5K ﹤0.01%
665
2060
$5K ﹤0.01%
200
2061
$5K ﹤0.01%
500
2062
$5K ﹤0.01%
2,400
2063
$5K ﹤0.01%
200
2064
$5K ﹤0.01%
771
2065
$5K ﹤0.01%
302
2066
$5K ﹤0.01%
219
2067
$5K ﹤0.01%
2,500
2068
$5K ﹤0.01%
83
2069
$5K ﹤0.01%
16
2070
$5K ﹤0.01%
104
+18
2071
$5K ﹤0.01%
74
-700
2072
$5K ﹤0.01%
800
2073
$5K ﹤0.01%
67
-30
2074
$4K ﹤0.01%
271
+107
2075
$4K ﹤0.01%
+92