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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
3951
$6K ﹤0.01%
107
3952
$6K ﹤0.01%
1,000
3953
$6K ﹤0.01%
145
+15
3954
$6K ﹤0.01%
506
3955
$6K ﹤0.01%
+31
3956
$6K ﹤0.01%
1,000
3957
$6K ﹤0.01%
207
3958
$6K ﹤0.01%
153
+4
3959
$6K ﹤0.01%
575
3960
$6K ﹤0.01%
276
3961
$6K ﹤0.01%
500
3962
$6K ﹤0.01%
+295
3963
$6K ﹤0.01%
153
3964
$6K ﹤0.01%
424
+416
3965
$6K ﹤0.01%
500
3966
$6K ﹤0.01%
136
+5
3967
$6K ﹤0.01%
300
3968
$6K ﹤0.01%
+105
3969
$6K ﹤0.01%
6
+1
3970
$6K ﹤0.01%
270
3971
$6K ﹤0.01%
106
3972
$6K ﹤0.01%
222
3973
$6K ﹤0.01%
74
3974
$6K ﹤0.01%
385
3975
$6K ﹤0.01%
100