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
3276
$16K ﹤0.01%
502
3277
$16K ﹤0.01%
21
-1
3278
$16K ﹤0.01%
1,309
-2,182
3279
$16K ﹤0.01%
220
+44
3280
$16K ﹤0.01%
600
+300
3281
$16K ﹤0.01%
513
3282
$16K ﹤0.01%
80
3283
$16K ﹤0.01%
607
3284
$16K ﹤0.01%
723
+10
3285
$16K ﹤0.01%
724
3286
$16K ﹤0.01%
748
3287
$16K ﹤0.01%
374
+1
3288
$16K ﹤0.01%
299
3289
$16K ﹤0.01%
840
3290
$16K ﹤0.01%
512
3291
$16K ﹤0.01%
+4
3292
$16K ﹤0.01%
445
+19
3293
$16K ﹤0.01%
217
3294
$16K ﹤0.01%
195
3295
$16K ﹤0.01%
387
+115
3296
$16K ﹤0.01%
121
+109
3297
$16K ﹤0.01%
428
3298
$16K ﹤0.01%
72
+17
3299
$16K ﹤0.01%
140
3300
$16K ﹤0.01%
+1,600