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
4101
$4K ﹤0.01%
+24
4102
$4K ﹤0.01%
500
4103
$4K ﹤0.01%
184
+35
4104
$4K ﹤0.01%
2,500
+2,000
4105
$4K ﹤0.01%
+222
4106
$4K ﹤0.01%
18
4107
$4K ﹤0.01%
249
4108
$4K ﹤0.01%
60
4109
$4K ﹤0.01%
63
+13
4110
$4K ﹤0.01%
267
4111
$4K ﹤0.01%
475
4112
$4K ﹤0.01%
29
4113
$4K ﹤0.01%
57
+14
4114
$4K ﹤0.01%
+150
4115
$4K ﹤0.01%
195
4116
$4K ﹤0.01%
66
4117
$4K ﹤0.01%
298
4118
$4K ﹤0.01%
300
4119
$4K ﹤0.01%
+1,483
4120
$4K ﹤0.01%
150
+26
4121
$4K ﹤0.01%
+1,320
4122
$4K ﹤0.01%
47
4123
$4K ﹤0.01%
181
4124
$4K ﹤0.01%
102
4125
$4K ﹤0.01%
69