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
2251
$6K ﹤0.01%
71
2252
$6K ﹤0.01%
184
+118
2253
$6K ﹤0.01%
426
2254
$6K ﹤0.01%
148
2255
$6K ﹤0.01%
206
+6
2256
$6K ﹤0.01%
295
2257
$6K ﹤0.01%
506
2258
$6K ﹤0.01%
1
2259
$6K ﹤0.01%
130
2260
$6K ﹤0.01%
1,519
+9
2261
$6K ﹤0.01%
1,000
2262
$6K ﹤0.01%
800
2263
$6K ﹤0.01%
217
+86
2264
$6K ﹤0.01%
250
2265
$6K ﹤0.01%
142
2266
$6K ﹤0.01%
332
+228
2267
$6K ﹤0.01%
+14
2268
$6K ﹤0.01%
68
2269
$6K ﹤0.01%
154
-38
2270
$6K ﹤0.01%
78
+2
2271
$6K ﹤0.01%
149
2272
$6K ﹤0.01%
300
2273
$6K ﹤0.01%
342
2274
$6K ﹤0.01%
1,000
2275
$6K ﹤0.01%
39
+38