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
2426
$9.98K ﹤0.01%
50
2427
$9.98K ﹤0.01%
635
-10,790
2428
$9.97K ﹤0.01%
+985
2429
$9.95K ﹤0.01%
118
-3
2430
$9.93K ﹤0.01%
164
+13
2431
$9.93K ﹤0.01%
42
+35
2432
$9.93K ﹤0.01%
222
2433
$9.91K ﹤0.01%
300
2434
$9.91K ﹤0.01%
206
-283
2435
$9.91K ﹤0.01%
730
-423
2436
$9.88K ﹤0.01%
464
2437
$9.88K ﹤0.01%
483
2438
$9.85K ﹤0.01%
522
-268
2439
$9.82K ﹤0.01%
723
2440
$9.72K ﹤0.01%
175
2441
$9.7K ﹤0.01%
53
-475
2442
$9.67K ﹤0.01%
423
+73
2443
$9.63K ﹤0.01%
409
2444
$9.59K ﹤0.01%
+400
2445
$9.56K ﹤0.01%
150
2446
$9.55K ﹤0.01%
544
+189
2447
$9.55K ﹤0.01%
263
+23
2448
$9.54K ﹤0.01%
161
+69
2449
$9.53K ﹤0.01%
2,500
2450
$9.5K ﹤0.01%
203