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
3126
$14K ﹤0.01%
700
+200
3127
$14K ﹤0.01%
+13
3128
$14K ﹤0.01%
+231
3129
$14K ﹤0.01%
+4,037
3130
0
3131
$14K ﹤0.01%
+9
3132
$14K ﹤0.01%
+13
3133
$14K ﹤0.01%
152
+12
3134
$14K ﹤0.01%
+296
3135
$14K ﹤0.01%
520
+99
3136
$14K ﹤0.01%
+10
3137
$14K ﹤0.01%
278
+233
3138
$14K ﹤0.01%
+23
3139
$14K ﹤0.01%
+611
3140
$14K ﹤0.01%
+14
3141
$14K ﹤0.01%
+607
3142
$14K ﹤0.01%
+370
3143
$14K ﹤0.01%
+750
3144
$14K ﹤0.01%
+2,537
3145
$14K ﹤0.01%
666
-19,991
3146
$14K ﹤0.01%
242
+175
3147
$14K ﹤0.01%
+32
3148
$14K ﹤0.01%
+1,427
3149
$14K ﹤0.01%
69
+3
3150
$14K ﹤0.01%
+10