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
2051
$5K ﹤0.01%
74
-700
2052
$5K ﹤0.01%
800
2053
$5K ﹤0.01%
59
2054
$5K ﹤0.01%
588
2055
$5K ﹤0.01%
665
2056
$5K ﹤0.01%
200
2057
$5K ﹤0.01%
500
2058
$5K ﹤0.01%
2,400
2059
$5K ﹤0.01%
219
2060
$5K ﹤0.01%
2,500
2061
$5K ﹤0.01%
83
2062
$5K ﹤0.01%
16
2063
$5K ﹤0.01%
109
-117
2064
$5K ﹤0.01%
109
2065
$5K ﹤0.01%
104
+18
2066
$5K ﹤0.01%
200
2067
$5K ﹤0.01%
771
2068
$5K ﹤0.01%
302
2069
$4K ﹤0.01%
405
2070
$4K ﹤0.01%
97
+49
2071
$4K ﹤0.01%
1,000
2072
$4K ﹤0.01%
75
2073
$4K ﹤0.01%
52
+1
2074
$4K ﹤0.01%
126
+18
2075
$4K ﹤0.01%
1,500