IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.45B
AUM Growth
+$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,164
New
Increased
Reduced
Closed

Top Sells

1 +$8.37M
2 +$5.17M
3 +$4.05M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$3.77M
5
AMLP icon
Alerian MLP ETF
AMLP
+$3.76M

Sector Composition

1 Technology 6.6%
2 Healthcare 5.57%
3 Financials 5.36%
4 Consumer Discretionary 4.27%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3326
$4K ﹤0.01%
187
3327
$4K ﹤0.01%
240
3328
$4K ﹤0.01%
331
3329
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73
3330
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396
3331
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150
+21
3332
$3K ﹤0.01%
137
3333
$3K ﹤0.01%
2,497
+58
3334
$3K ﹤0.01%
2,665
3335
$3K ﹤0.01%
62
3336
$3K ﹤0.01%
+478
3337
$3K ﹤0.01%
40
3338
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+120
3339
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971
3340
$3K ﹤0.01%
100
3341
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150
3342
0
3343
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3344
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55
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3345
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117
-42
3346
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105
+2
3347
$3K ﹤0.01%
241
3348
$3K ﹤0.01%
+396
3349
$3K ﹤0.01%
19
3350
$3K ﹤0.01%
538
+508