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
$3.12B
AUM Growth
-$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,133
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 5.91%
2 Technology 5.76%
3 Financials 3.9%
4 Industrials 3.09%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3476
$9K ﹤0.01%
96
+95
3477
$9K ﹤0.01%
+136
3478
$9K ﹤0.01%
+343
3479
$9K ﹤0.01%
660
3480
$9K ﹤0.01%
220
+131
3481
$9K ﹤0.01%
+200
3482
$9K ﹤0.01%
+208
3483
$9K ﹤0.01%
45
+26
3484
$9K ﹤0.01%
+377
3485
$9K ﹤0.01%
120
-148
3486
$9K ﹤0.01%
93
+61
3487
$9K ﹤0.01%
+195
3488
$9K ﹤0.01%
+354
3489
$9K ﹤0.01%
+613
3490
$9K ﹤0.01%
10
+9
3491
$9K ﹤0.01%
620
+580
3492
$9K ﹤0.01%
241
3493
$9K ﹤0.01%
+800
3494
$9K ﹤0.01%
405
+402
3495
$9K ﹤0.01%
+1
3496
$8K ﹤0.01%
+320
3497
$8K ﹤0.01%
+261
3498
$8K ﹤0.01%
+479
3499
$8K ﹤0.01%
+116
3500
$8K ﹤0.01%
+4