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
3501
$8K ﹤0.01%
487
+38
3502
$8K ﹤0.01%
+1,835
3503
$8K ﹤0.01%
+200
3504
$8K ﹤0.01%
60
3505
$8K ﹤0.01%
+74
3506
$8K ﹤0.01%
435
+327
3507
$8K ﹤0.01%
+10
3508
$8K ﹤0.01%
659
+159
3509
$8K ﹤0.01%
+21
3510
$8K ﹤0.01%
+349
3511
$8K ﹤0.01%
+132
3512
$8K ﹤0.01%
+27
3513
$8K ﹤0.01%
+372
3514
$8K ﹤0.01%
148
+1
3515
$8K ﹤0.01%
+300
3516
$8K ﹤0.01%
+235
3517
$8K ﹤0.01%
+290
3518
$8K ﹤0.01%
+90
3519
$8K ﹤0.01%
495
+120
3520
$8K ﹤0.01%
+331
3521
$8K ﹤0.01%
140
+135
3522
$8K ﹤0.01%
+8
3523
$8K ﹤0.01%
+74
3524
$8K ﹤0.01%
200
3525
$8K ﹤0.01%
+132