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
3401
$14K ﹤0.01%
636
+452
3402
$14K ﹤0.01%
32
3403
$14K ﹤0.01%
351
+1
3404
$14K ﹤0.01%
566
+514
3405
$14K ﹤0.01%
2,540
3406
$14K ﹤0.01%
171
+2
3407
$14K ﹤0.01%
56
3408
$14K ﹤0.01%
341
+62
3409
$14K ﹤0.01%
1
3410
$14K ﹤0.01%
150
3411
$14K ﹤0.01%
295
+100
3412
$14K ﹤0.01%
338
3413
$14K ﹤0.01%
270
3414
$14K ﹤0.01%
+301
3415
0
3416
$14K ﹤0.01%
9
3417
$14K ﹤0.01%
16
+3
3418
$14K ﹤0.01%
152
3419
$14K ﹤0.01%
242
+8
3420
$14K ﹤0.01%
780
3421
$14K ﹤0.01%
+7
3422
$14K ﹤0.01%
687
3423
$14K ﹤0.01%
113
+101
3424
$14K ﹤0.01%
410
3425
$14K ﹤0.01%
685