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
4051
$5K ﹤0.01%
82
4052
$5K ﹤0.01%
114
4053
$5K ﹤0.01%
405
4054
$5K ﹤0.01%
200
4055
$5K ﹤0.01%
257
4056
$5K ﹤0.01%
85
4057
$5K ﹤0.01%
80
4058
$5K ﹤0.01%
225
-25
4059
$5K ﹤0.01%
178
4060
$5K ﹤0.01%
184
4061
$5K ﹤0.01%
265
4062
$5K ﹤0.01%
199
+74
4063
$5K ﹤0.01%
50
+20
4064
$5K ﹤0.01%
295
4065
$5K ﹤0.01%
114
4066
0
4067
$5K ﹤0.01%
250
4068
$5K ﹤0.01%
2,000
4069
0
4070
$5K ﹤0.01%
416
4071
$5K ﹤0.01%
156
4072
$5K ﹤0.01%
200
4073
$5K ﹤0.01%
+90
4074
$5K ﹤0.01%
94
+64
4075
$5K ﹤0.01%
300