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
2776
$22K ﹤0.01%
+162
2777
$22K ﹤0.01%
+164
2778
$22K ﹤0.01%
+387
2779
$21K ﹤0.01%
+441
2780
$21K ﹤0.01%
303
+231
2781
$21K ﹤0.01%
+1,190
2782
$21K ﹤0.01%
349
-392
2783
$21K ﹤0.01%
+752
2784
$21K ﹤0.01%
128
+41
2785
$21K ﹤0.01%
5,000
2786
$21K ﹤0.01%
836
+773
2787
$21K ﹤0.01%
+411
2788
$21K ﹤0.01%
266
+7
2789
$21K ﹤0.01%
+807
2790
$21K ﹤0.01%
464
+59
2791
$21K ﹤0.01%
+825
2792
$21K ﹤0.01%
+594
2793
$21K ﹤0.01%
+618
2794
$21K ﹤0.01%
289
+163
2795
$21K ﹤0.01%
+226
2796
$21K ﹤0.01%
+868
2797
$21K ﹤0.01%
158
+129
2798
$21K ﹤0.01%
+694
2799
$21K ﹤0.01%
375
+374
2800
$21K ﹤0.01%
+563