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
3851
$7K ﹤0.01%
634
-9
3852
$7K ﹤0.01%
141
+57
3853
$7K ﹤0.01%
676
3854
$7K ﹤0.01%
105
+19
3855
$7K ﹤0.01%
149
+136
3856
$7K ﹤0.01%
307
-285
3857
$7K ﹤0.01%
+151
3858
$7K ﹤0.01%
+208
3859
0
3860
$7K ﹤0.01%
+464
3861
$7K ﹤0.01%
350
3862
$7K ﹤0.01%
158
3863
$7K ﹤0.01%
89
3864
$7K ﹤0.01%
67
+35
3865
$7K ﹤0.01%
53
3866
$7K ﹤0.01%
121
+22
3867
$7K ﹤0.01%
+200
3868
$7K ﹤0.01%
626
+80
3869
$7K ﹤0.01%
153
3870
$7K ﹤0.01%
140
3871
$7K ﹤0.01%
196
3872
$7K ﹤0.01%
149
+34
3873
$7K ﹤0.01%
165
3874
$7K ﹤0.01%
256
3875
$7K ﹤0.01%
270
+203