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
2876
$19K ﹤0.01%
+380
2877
$19K ﹤0.01%
281
+10
2878
$19K ﹤0.01%
+115
2879
$19K ﹤0.01%
+163
2880
$19K ﹤0.01%
359
2881
$19K ﹤0.01%
+430
2882
$19K ﹤0.01%
381
+38
2883
$19K ﹤0.01%
+560
2884
$19K ﹤0.01%
+488
2885
$19K ﹤0.01%
517
+17
2886
$19K ﹤0.01%
+3,000
2887
$19K ﹤0.01%
+3,000
2888
$19K ﹤0.01%
408
-18,102
2889
$19K ﹤0.01%
+106
2890
$19K ﹤0.01%
62
+41
2891
$19K ﹤0.01%
+209
2892
$19K ﹤0.01%
113
+67
2893
0
2894
$19K ﹤0.01%
1,201
+402
2895
$19K ﹤0.01%
333
+332
2896
$19K ﹤0.01%
+206
2897
$19K ﹤0.01%
+1,385
2898
$19K ﹤0.01%
156
+154
2899
$19K ﹤0.01%
92
+75
2900
$19K ﹤0.01%
297
+9