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
$4.83B
AUM Growth
-$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,666
New
Increased
Reduced
Closed

Top Sells

1 +$7.7M
2 +$7.03M
3 +$5.44M
4
IVZ icon
Invesco
IVZ
+$4.06M
5
ARKK icon
ARK Innovation ETF
ARKK
+$4.02M

Sector Composition

1 Technology 3.67%
2 Consumer Discretionary 2.22%
3 Financials 2.19%
4 Healthcare 1.65%
5 Communication Services 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2226
$6K ﹤0.01%
+230
2227
$6K ﹤0.01%
68
2228
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+1,250
2229
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170
2230
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285
2231
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39
2232
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123
2233
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104
-5
2234
$6K ﹤0.01%
187
2235
$6K ﹤0.01%
80
2236
$6K ﹤0.01%
248
-2,172
2237
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108
-83
2238
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2239
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100
2240
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68
2241
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28
+1
2242
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+33
2243
$6K ﹤0.01%
800
+400
2244
$6K ﹤0.01%
159
2245
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164
2246
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177
2247
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203
2248
$6K ﹤0.01%
159
-81
2249
$6K ﹤0.01%
88
2250
$6K ﹤0.01%
460
-1,712