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
3751
$8K ﹤0.01%
1,199
3752
$8K ﹤0.01%
4
3753
$8K ﹤0.01%
487
3754
$8K ﹤0.01%
200
3755
$8K ﹤0.01%
2,200
+1,100
3756
$8K ﹤0.01%
60
3757
$8K ﹤0.01%
74
3758
$8K ﹤0.01%
11
+5
3759
$8K ﹤0.01%
10
3760
$8K ﹤0.01%
349
3761
$8K ﹤0.01%
132
3762
$8K ﹤0.01%
295
+26
3763
$8K ﹤0.01%
27
3764
$8K ﹤0.01%
372
3765
$8K ﹤0.01%
148
3766
$8K ﹤0.01%
417
3767
$8K ﹤0.01%
275
+50
3768
$8K ﹤0.01%
158
+31
3769
$8K ﹤0.01%
331
+41
3770
$8K ﹤0.01%
90
3771
$8K ﹤0.01%
495
3772
$8K ﹤0.01%
331
3773
$8K ﹤0.01%
74
3774
$8K ﹤0.01%
193
+100
3775
$8K ﹤0.01%
200