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
2901
$19K ﹤0.01%
306
2902
$19K ﹤0.01%
5,406
-1,074
2903
$19K ﹤0.01%
260
+37
2904
$19K ﹤0.01%
+815
2905
$19K ﹤0.01%
1,278
+997
2906
$19K ﹤0.01%
+872
2907
$19K ﹤0.01%
+8
2908
$19K ﹤0.01%
303
+292
2909
$19K ﹤0.01%
+153
2910
$19K ﹤0.01%
+2,130
2911
$19K ﹤0.01%
+125
2912
$18K ﹤0.01%
104
+87
2913
$18K ﹤0.01%
+219
2914
$18K ﹤0.01%
+153
2915
$18K ﹤0.01%
645
2916
$18K ﹤0.01%
+25
2917
$18K ﹤0.01%
+111
2918
$18K ﹤0.01%
+294
2919
$18K ﹤0.01%
+1
2920
$18K ﹤0.01%
113
+78
2921
$18K ﹤0.01%
160
+40
2922
$18K ﹤0.01%
+368
2923
$18K ﹤0.01%
2,469
+1,283
2924
$18K ﹤0.01%
154
+122
2925
$18K ﹤0.01%
+843