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IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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 5.29%
3 Technology 5.17%
4 Financials 3.5%
5 Industrials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3901
$7K ﹤0.01%
196
3902
$7K ﹤0.01%
149
+34
3903
$7K ﹤0.01%
165
3904
$7K ﹤0.01%
350
3905
$6K ﹤0.01%
400
3906
$6K ﹤0.01%
142
3907
$6K ﹤0.01%
415
+304
3908
$6K ﹤0.01%
93
-86
3909
$6K ﹤0.01%
88
3910
$6K ﹤0.01%
4
3911
$6K ﹤0.01%
500
3912
$6K ﹤0.01%
190
+25
3913
$6K ﹤0.01%
363
3914
$6K ﹤0.01%
428
3915
$6K ﹤0.01%
294
3916
$6K ﹤0.01%
505
-34
3917
$6K ﹤0.01%
116
3918
$6K ﹤0.01%
127
+80
3919
$6K ﹤0.01%
467
+404
3920
$6K ﹤0.01%
332
3921
$6K ﹤0.01%
520
3922
$6K ﹤0.01%
400
3923
$6K ﹤0.01%
119
3924
$6K ﹤0.01%
179
+48
3925
$6K ﹤0.01%
96
+30