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
$5.1B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,706
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.45%
2 Consumer Discretionary 2.11%
3 Financials 2.1%
4 Healthcare 1.7%
5 Communication Services 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2676
$1K ﹤0.01%
10
2677
$1K ﹤0.01%
3
2678
$1K ﹤0.01%
80
2679
$1K ﹤0.01%
345
-250
2680
$1K ﹤0.01%
300
2681
$1K ﹤0.01%
50
2682
$1K ﹤0.01%
1
2683
$1K ﹤0.01%
45
2684
$1K ﹤0.01%
3
2685
$1K ﹤0.01%
18
2686
$1K ﹤0.01%
20
2687
$1K ﹤0.01%
80
2688
$1K ﹤0.01%
35
2689
$1K ﹤0.01%
+13
2690
$1K ﹤0.01%
245
2691
$1K ﹤0.01%
314
2692
$1K ﹤0.01%
50
2693
$1K ﹤0.01%
100
2694
$1K ﹤0.01%
18
2695
$1K ﹤0.01%
375
2696
$1K ﹤0.01%
5
2697
$1K ﹤0.01%
250
2698
$1K ﹤0.01%
21
2699
$1K ﹤0.01%
490
2700
$1K ﹤0.01%
10