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
2401
$4K ﹤0.01%
88
2402
$4K ﹤0.01%
+131
2403
$4K ﹤0.01%
31
2404
$4K ﹤0.01%
87
2405
$4K ﹤0.01%
+200
2406
$4K ﹤0.01%
40
2407
$4K ﹤0.01%
27
+1
2408
$4K ﹤0.01%
400
2409
$4K ﹤0.01%
+136
2410
$4K ﹤0.01%
19
2411
$4K ﹤0.01%
81
2412
$4K ﹤0.01%
57
2413
$4K ﹤0.01%
102
2414
$4K ﹤0.01%
414
2415
$4K ﹤0.01%
500
2416
$4K ﹤0.01%
126
2417
$4K ﹤0.01%
400
2418
$4K ﹤0.01%
2,500
2419
$4K ﹤0.01%
107
2420
$4K ﹤0.01%
54
2421
$4K ﹤0.01%
100
-654
2422
$3K ﹤0.01%
130
+30
2423
$3K ﹤0.01%
29
2424
$3K ﹤0.01%
138
+1
2425
$3K ﹤0.01%
19
+1