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
$3.12B
AUM Growth
-$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,133
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 5.91%
2 Technology 5.76%
3 Financials 3.9%
4 Industrials 3.09%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2751
$22K ﹤0.01%
+1,526
2752
$22K ﹤0.01%
268
-408
2753
$22K ﹤0.01%
104
+67
2754
$22K ﹤0.01%
+88
2755
$22K ﹤0.01%
135
+49
2756
$22K ﹤0.01%
278
+257
2757
$22K ﹤0.01%
1,062
+105
2758
$22K ﹤0.01%
+407
2759
$22K ﹤0.01%
3,175
2760
$22K ﹤0.01%
261
+161
2761
$22K ﹤0.01%
+650
2762
$22K ﹤0.01%
258
+206
2763
$22K ﹤0.01%
+67,808
2764
$22K ﹤0.01%
387
+187
2765
$22K ﹤0.01%
+100
2766
$22K ﹤0.01%
+2,000
2767
$22K ﹤0.01%
+446
2768
$22K ﹤0.01%
1,025
+415
2769
$22K ﹤0.01%
+107
2770
$22K ﹤0.01%
826
+426
2771
$22K ﹤0.01%
+209
2772
$22K ﹤0.01%
940
+626
2773
$22K ﹤0.01%
+1,585
2774
$22K ﹤0.01%
191
+168
2775
$22K ﹤0.01%
716
+216