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
$3.12B
AUM Growth
-$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,133
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 5.91%
2 Technology 5.76%
3 Financials 3.9%
4 Industrials 3.09%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4001
$3K ﹤0.01%
+220
4002
$3K ﹤0.01%
+68
4003
$3K ﹤0.01%
+13
4004
$3K ﹤0.01%
84
+9
4005
$3K ﹤0.01%
+12
4006
$3K ﹤0.01%
+17
4007
$3K ﹤0.01%
+45
4008
$3K ﹤0.01%
1
-1
4009
$3K ﹤0.01%
+7
4010
$3K ﹤0.01%
+71
4011
$3K ﹤0.01%
8
4012
$3K ﹤0.01%
103
+53
4013
$3K ﹤0.01%
+157
4014
$3K ﹤0.01%
35
+1
4015
$3K ﹤0.01%
155
4016
$3K ﹤0.01%
+52
4017
$3K ﹤0.01%
+75
4018
$3K ﹤0.01%
97
+85
4019
$3K ﹤0.01%
+1
4020
$3K ﹤0.01%
+74
4021
$3K ﹤0.01%
131
+80
4022
$3K ﹤0.01%
+24
4023
$3K ﹤0.01%
+300
4024
$3K ﹤0.01%
+2,500
4025
$3K ﹤0.01%
+20