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
$2.51B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,409
New
Increased
Reduced
Closed

Top Sells

1 +$6.04M
2 +$4.93M
3 +$3.27M
4
DD
Du Pont De Nemours E I
DD
+$3.09M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.02M

Sector Composition

1 Financials 6.52%
2 Technology 6.21%
3 Healthcare 6.19%
4 Consumer Staples 5.36%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3276
$6K ﹤0.01%
388
3277
$6K ﹤0.01%
201
3278
$6K ﹤0.01%
400
3279
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100
3280
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1,164
3281
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400
+22
3282
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126
+2
3283
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3284
$6K ﹤0.01%
+1,089
3285
$6K ﹤0.01%
1,382
+424
3286
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500
3287
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3288
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-60
3289
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3290
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306
+120
3291
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3292
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662
3293
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1,000
3294
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3295
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165
-19
3296
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180
3297
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55
+5
3298
$6K ﹤0.01%
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3299
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802
3300
$6K ﹤0.01%
93