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
3651
$6K ﹤0.01%
+400
3652
$6K ﹤0.01%
+142
3653
$6K ﹤0.01%
+600
3654
$6K ﹤0.01%
+210
3655
$6K ﹤0.01%
+88
3656
$6K ﹤0.01%
+182
3657
$6K ﹤0.01%
+350
3658
$6K ﹤0.01%
+92
3659
$6K ﹤0.01%
500
3660
$6K ﹤0.01%
139
3661
$6K ﹤0.01%
363
+23
3662
$6K ﹤0.01%
270
3663
$6K ﹤0.01%
+83
3664
$6K ﹤0.01%
+428
3665
$6K ﹤0.01%
43
+25
3666
$6K ﹤0.01%
201
+79
3667
$6K ﹤0.01%
106
+78
3668
$6K ﹤0.01%
+444
3669
$6K ﹤0.01%
294
3670
$6K ﹤0.01%
+227
3671
$6K ﹤0.01%
+539
3672
$6K ﹤0.01%
+116
3673
$6K ﹤0.01%
+385
3674
$6K ﹤0.01%
+127
3675
$6K ﹤0.01%
+100