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
2401
$1K ﹤0.01%
64
2402
$1K ﹤0.01%
24
2403
$1K ﹤0.01%
168
2404
$1K ﹤0.01%
86
2405
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+24
2406
$1K ﹤0.01%
135
2407
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18
2408
$1K ﹤0.01%
+400
2409
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100
-100
2410
$1K ﹤0.01%
+45
2411
$1K ﹤0.01%
200
2412
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38
2413
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+1,000
2414
$1K ﹤0.01%
+102
2415
$1K ﹤0.01%
34
2416
$1K ﹤0.01%
1,000
2417
$1K ﹤0.01%
+33
2418
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19
2419
$1K ﹤0.01%
136
2420
$1K ﹤0.01%
31
2421
$1K ﹤0.01%
60
2422
$1K ﹤0.01%
46
2423
$1K ﹤0.01%
+53
2424
$1K ﹤0.01%
154
2425
$1K ﹤0.01%
77
+11