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
3026
$16K ﹤0.01%
713
+663
3027
$16K ﹤0.01%
+724
3028
$16K ﹤0.01%
+748
3029
$16K ﹤0.01%
119
+85
3030
$16K ﹤0.01%
373
+333
3031
$16K ﹤0.01%
282
+72
3032
$16K ﹤0.01%
270
+50
3033
$16K ﹤0.01%
299
+205
3034
$16K ﹤0.01%
236
3035
$16K ﹤0.01%
+840
3036
$16K ﹤0.01%
+512
3037
$16K ﹤0.01%
+426
3038
$16K ﹤0.01%
217
3039
$16K ﹤0.01%
600
-12
3040
$16K ﹤0.01%
+753
3041
$16K ﹤0.01%
944
+344
3042
$16K ﹤0.01%
+847
3043
$16K ﹤0.01%
169
+144
3044
$16K ﹤0.01%
+553
3045
$16K ﹤0.01%
+1,000
3046
$16K ﹤0.01%
198
+169
3047
$16K ﹤0.01%
+115
3048
$16K ﹤0.01%
796
+569
3049
$16K ﹤0.01%
428
+22
3050
$16K ﹤0.01%
140
+128