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
4001
$5K ﹤0.01%
250
4002
$5K ﹤0.01%
4,000
4003
$5K ﹤0.01%
27
4004
$5K ﹤0.01%
100
4005
$5K ﹤0.01%
200
4006
$5K ﹤0.01%
79
+75
4007
$5K ﹤0.01%
263
+133
4008
$5K ﹤0.01%
149
4009
$5K ﹤0.01%
201
+100
4010
$5K ﹤0.01%
91
-1
4011
$5K ﹤0.01%
200
4012
$5K ﹤0.01%
141
4013
$5K ﹤0.01%
130
4014
$5K ﹤0.01%
+103
4015
$5K ﹤0.01%
+103
4016
$5K ﹤0.01%
85
4017
$5K ﹤0.01%
296
4018
$5K ﹤0.01%
200
4019
$5K ﹤0.01%
50
4020
$5K ﹤0.01%
167
4021
$5K ﹤0.01%
258
+98
4022
$5K ﹤0.01%
204
4023
$5K ﹤0.01%
26
+3
4024
$5K ﹤0.01%
86
4025
$5K ﹤0.01%
255
-15