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
3776
$5K ﹤0.01%
+100
3777
$5K ﹤0.01%
+84
3778
$5K ﹤0.01%
+76
3779
$5K ﹤0.01%
64
+29
3780
$5K ﹤0.01%
+273
3781
$5K ﹤0.01%
55
3782
$5K ﹤0.01%
+137
3783
$5K ﹤0.01%
+131
3784
$5K ﹤0.01%
+426
3785
$5K ﹤0.01%
66
+49
3786
$5K ﹤0.01%
+39
3787
$5K ﹤0.01%
+22
3788
$5K ﹤0.01%
46
+38
3789
$5K ﹤0.01%
+32
3790
$5K ﹤0.01%
+9
3791
$5K ﹤0.01%
+136
3792
$5K ﹤0.01%
+220
3793
$5K ﹤0.01%
104
3794
$5K ﹤0.01%
+86
3795
$5K ﹤0.01%
+250
3796
$5K ﹤0.01%
+134
3797
$5K ﹤0.01%
+479
3798
$5K ﹤0.01%
+50
3799
$5K ﹤0.01%
+143
3800
$5K ﹤0.01%
1,271
+1,235