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
$3.84B
AUM Growth
+$714M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,772
New
Increased
Reduced
Closed

Sector Composition

1 Communication Services 9.1%
2 Consumer Discretionary 5.28%
3 Technology 5.17%
4 Financials 3.51%
5 Industrials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3126
$19K ﹤0.01%
381
3127
$19K ﹤0.01%
488
3128
$19K ﹤0.01%
517
3129
$19K ﹤0.01%
246
+95
3130
$19K ﹤0.01%
57
+41
3131
$19K ﹤0.01%
3,000
3132
$19K ﹤0.01%
3,000
3133
$19K ﹤0.01%
408
3134
$19K ﹤0.01%
106
3135
$19K ﹤0.01%
62
3136
$19K ﹤0.01%
113
3137
0
3138
$19K ﹤0.01%
524
+237
3139
$19K ﹤0.01%
1,385
3140
$19K ﹤0.01%
156
3141
$19K ﹤0.01%
297
3142
$19K ﹤0.01%
306
3143
$19K ﹤0.01%
195
+26
3144
$19K ﹤0.01%
5,406
3145
$19K ﹤0.01%
1,278
3146
$19K ﹤0.01%
2,849
+1,823
3147
$19K ﹤0.01%
153
3148
$19K ﹤0.01%
33
3149
$19K ﹤0.01%
2,268
3150
$19K ﹤0.01%
119
-3