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
4126
$4K ﹤0.01%
4
4127
$4K ﹤0.01%
175
4128
$4K ﹤0.01%
60
4129
$4K ﹤0.01%
191
4130
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200
4131
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347
4132
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50
4133
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+102
4134
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122
4135
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84
+62
4136
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199
-269
4137
$4K ﹤0.01%
200
4138
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8
4139
$4K ﹤0.01%
+53
4140
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157
+125
4141
$4K ﹤0.01%
322
4142
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102
4143
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55
+48
4144
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48
4145
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10
4146
$4K ﹤0.01%
1,000
4147
$4K ﹤0.01%
464
4148
$4K ﹤0.01%
64
4149
$4K ﹤0.01%
600
4150
$4K ﹤0.01%
+600