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
3701
$9K ﹤0.01%
375
+180
3702
$9K ﹤0.01%
164
3703
$9K ﹤0.01%
275
3704
$9K ﹤0.01%
300
3705
$9K ﹤0.01%
500
3706
$9K ﹤0.01%
256
3707
$9K ﹤0.01%
+206
3708
$9K ﹤0.01%
119
3709
$9K ﹤0.01%
524
+500
3710
$9K ﹤0.01%
+347
3711
$9K ﹤0.01%
119
+14
3712
$9K ﹤0.01%
203
-3
3713
$9K ﹤0.01%
240
+131
3714
$9K ﹤0.01%
43
-20
3715
$9K ﹤0.01%
955
+60
3716
$9K ﹤0.01%
3,150
3717
$9K ﹤0.01%
343
+1
3718
$9K ﹤0.01%
77
+58
3719
$9K ﹤0.01%
128
3720
$9K ﹤0.01%
900
+300
3721
$9K ﹤0.01%
660
3722
$9K ﹤0.01%
232
+227
3723
$9K ﹤0.01%
213
3724
$9K ﹤0.01%
200
3725
$9K ﹤0.01%
208