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
3076
$15K ﹤0.01%
+46
3077
$15K ﹤0.01%
+424
3078
$15K ﹤0.01%
+61
3079
$15K ﹤0.01%
260
-502
3080
$15K ﹤0.01%
+1,000
3081
$15K ﹤0.01%
600
3082
$15K ﹤0.01%
348
+225
3083
$15K ﹤0.01%
+840
3084
$15K ﹤0.01%
+422
3085
$15K ﹤0.01%
259
3086
$15K ﹤0.01%
+1,300
3087
$15K ﹤0.01%
+1,214
3088
$15K ﹤0.01%
38
+20
3089
$15K ﹤0.01%
+822
3090
$15K ﹤0.01%
+600
3091
$15K ﹤0.01%
715
+9
3092
$15K ﹤0.01%
+42
3093
$15K ﹤0.01%
+54
3094
$15K ﹤0.01%
+22
3095
$15K ﹤0.01%
299
+289
3096
$15K ﹤0.01%
+1,508
3097
$15K ﹤0.01%
219
+49
3098
$15K ﹤0.01%
+600
3099
$15K ﹤0.01%
+540
3100
$15K ﹤0.01%
+656