IA

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
$2.3B
AUM Growth
-$1.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,711
New
Increased
Reduced
Closed

Sector Composition

1 Communication Services 8.64%
2 Consumer Discretionary 4.54%
3 Technology 4.42%
4 Financials 3%
5 Healthcare 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4101
-200
4102
-13,849
4103
-400
4104
-960
4105
-31
4106
-748
4107
-13
4108
-326
4109
-19,569
4110
-60
4111
-9
4112
-61
4113
-3,370
4114
-191
4115
-25,135
4116
-1,763
4117
-200
4118
-502
4119
-4
4120
-228
4121
-24
4122
-82
4123
-402
4124
-80
4125
-25