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
$2.51B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,409
New
Increased
Reduced
Closed

Top Sells

1 +$6.04M
2 +$4.93M
3 +$3.27M
4
DD
Du Pont De Nemours E I
DD
+$3.09M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.02M

Sector Composition

1 Financials 6.52%
2 Technology 6.21%
3 Healthcare 6.19%
4 Consumer Staples 5.36%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3826
$1K ﹤0.01%
29
3827
$1K ﹤0.01%
100
3828
$1K ﹤0.01%
18
+5
3829
$1K ﹤0.01%
734
-14,689
3830
$1K ﹤0.01%
23
3831
$1K ﹤0.01%
100
3832
$1K ﹤0.01%
600
3833
$1K ﹤0.01%
30
3834
$1K ﹤0.01%
57
3835
$1K ﹤0.01%
350
3836
$1K ﹤0.01%
102
3837
$1K ﹤0.01%
104
3838
$1K ﹤0.01%
166
3839
$1K ﹤0.01%
1,188
3840
$1K ﹤0.01%
43
3841
$1K ﹤0.01%
+3
3842
$1K ﹤0.01%
10,043
3843
$1K ﹤0.01%
+351
3844
$1K ﹤0.01%
302
3845
$1K ﹤0.01%
6,550
3846
$1K ﹤0.01%
200
3847
$1K ﹤0.01%
40
3848
$1K ﹤0.01%
18
3849
$1K ﹤0.01%
1,249
-1,590
3850
$1K ﹤0.01%
25