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
$2.77B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,485
New
Increased
Reduced
Closed

Top Sells

1 +$22M
2 +$9.56M
3 +$9.42M
4
IYR icon
iShares US Real Estate ETF
IYR
+$8.83M
5
IWL icon
iShares Russell Top 200 ETF
IWL
+$6.83M

Sector Composition

1 Technology 9.7%
2 Financials 4.28%
3 Consumer Discretionary 3.64%
4 Healthcare 3.3%
5 Industrials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2201
$17.1K ﹤0.01%
51
-156
2202
$17K ﹤0.01%
419
+29
2203
$17K ﹤0.01%
2,399
-5,238
2204
$16.9K ﹤0.01%
433
-316
2205
$16.9K ﹤0.01%
263
2206
$16.9K ﹤0.01%
1,684
+107
2207
$16.9K ﹤0.01%
+1,000
2208
$16.8K ﹤0.01%
322
+250
2209
$16.8K ﹤0.01%
3,592
+2,122
2210
$16.8K ﹤0.01%
+235
2211
$16.8K ﹤0.01%
1,896
-347
2212
$16.8K ﹤0.01%
1,000
2213
$16.8K ﹤0.01%
109
-37
2214
$16.7K ﹤0.01%
371
2215
$16.7K ﹤0.01%
+1,333
2216
$16.7K ﹤0.01%
297
+255
2217
$16.6K ﹤0.01%
75
2218
$16.6K ﹤0.01%
500
2219
$16.6K ﹤0.01%
+300
2220
$16.6K ﹤0.01%
500
2221
$16.5K ﹤0.01%
496
-357
2222
$16.5K ﹤0.01%
1,906
2223
$16.5K ﹤0.01%
470
2224
$16.4K ﹤0.01%
+650
2225
$16.4K ﹤0.01%
+2,833