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
3801
$8K ﹤0.01%
169
+9
3802
$8K ﹤0.01%
+4,000
3803
$8K ﹤0.01%
376
3804
$8K ﹤0.01%
307
3805
$8K ﹤0.01%
173
3806
$8K ﹤0.01%
261
3807
$8K ﹤0.01%
435
+48
3808
$8K ﹤0.01%
212
3809
$8K ﹤0.01%
403
+18
3810
$8K ﹤0.01%
320
3811
$8K ﹤0.01%
128
+17
3812
$8K ﹤0.01%
479
3813
$8K ﹤0.01%
2,117
+1,250
3814
$8K ﹤0.01%
300
3815
$8K ﹤0.01%
276
+262
3816
$8K ﹤0.01%
309
-45
3817
$8K ﹤0.01%
540
3818
$8K ﹤0.01%
300
3819
$8K ﹤0.01%
176
+53
3820
$8K ﹤0.01%
93
-9
3821
$8K ﹤0.01%
200
3822
$8K ﹤0.01%
125
3823
$8K ﹤0.01%
147
+3
3824
$8K ﹤0.01%
1,000
3825
$8K ﹤0.01%
18