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
3826
$8K ﹤0.01%
90
3827
$7K ﹤0.01%
+200
3828
$7K ﹤0.01%
+7,900
3829
$7K ﹤0.01%
276
3830
$7K ﹤0.01%
200
3831
$7K ﹤0.01%
500
3832
$7K ﹤0.01%
161
3833
$7K ﹤0.01%
+107
3834
$7K ﹤0.01%
500
3835
$7K ﹤0.01%
440
+38
3836
$7K ﹤0.01%
+8
3837
$7K ﹤0.01%
30
+13
3838
$7K ﹤0.01%
161
+14
3839
$7K ﹤0.01%
635
+74
3840
$7K ﹤0.01%
611
3841
$7K ﹤0.01%
85
+63
3842
$7K ﹤0.01%
108
3843
$7K ﹤0.01%
355
+5
3844
$7K ﹤0.01%
1,100
3845
$7K ﹤0.01%
+167
3846
$7K ﹤0.01%
130
-1
3847
$7K ﹤0.01%
444
3848
$7K ﹤0.01%
29
3849
$7K ﹤0.01%
37
3850
$7K ﹤0.01%
40