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
3726
$9K ﹤0.01%
45
3727
$9K ﹤0.01%
+99
3728
$9K ﹤0.01%
122
+2
3729
$9K ﹤0.01%
177
+1
3730
$9K ﹤0.01%
290
3731
$9K ﹤0.01%
51
3732
$9K ﹤0.01%
350
3733
$9K ﹤0.01%
100
3734
$9K ﹤0.01%
250
3735
$9K ﹤0.01%
360
3736
$9K ﹤0.01%
555
3737
$9K ﹤0.01%
60
+17
3738
$9K ﹤0.01%
2,399
3739
$9K ﹤0.01%
256
+235
3740
$9K ﹤0.01%
606
-7
3741
$9K ﹤0.01%
620
3742
$9K ﹤0.01%
405
3743
$9K ﹤0.01%
17
+16
3744
$9K ﹤0.01%
800
3745
$8K ﹤0.01%
659
3746
$8K ﹤0.01%
+904
3747
$8K ﹤0.01%
307
+16
3748
$8K ﹤0.01%
382
+181
3749
$8K ﹤0.01%
21
3750
$8K ﹤0.01%
300