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
3776
$8K ﹤0.01%
1,495
+394
3777
$8K ﹤0.01%
132
3778
$8K ﹤0.01%
175
3779
$8K ﹤0.01%
300
3780
$8K ﹤0.01%
116
3781
$8K ﹤0.01%
85
+39
3782
$8K ﹤0.01%
266
3783
$8K ﹤0.01%
+737
3784
$8K ﹤0.01%
326
3785
$8K ﹤0.01%
32
+7
3786
$8K ﹤0.01%
119
3787
$8K ﹤0.01%
167
3788
$8K ﹤0.01%
111
+37
3789
$8K ﹤0.01%
234
+1
3790
$8K ﹤0.01%
216
+75
3791
$8K ﹤0.01%
1,500
+500
3792
$8K ﹤0.01%
485
3793
$8K ﹤0.01%
100
3794
$8K ﹤0.01%
116
3795
$8K ﹤0.01%
203
3796
$8K ﹤0.01%
196
+122
3797
$8K ﹤0.01%
182
3798
$8K ﹤0.01%
356
3799
$8K ﹤0.01%
602
3800
$8K ﹤0.01%
13