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
$3.12B
AUM Growth
-$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,133
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 5.91%
2 Technology 5.76%
3 Financials 3.9%
4 Industrials 3.09%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4376
$1K ﹤0.01%
+21
4377
$1K ﹤0.01%
5
4378
$1K ﹤0.01%
14
-2
4379
$1K ﹤0.01%
+12
4380
$1K ﹤0.01%
+24
4381
$1K ﹤0.01%
+5
4382
$1K ﹤0.01%
+11
4383
$1K ﹤0.01%
+2
4384
$1K ﹤0.01%
+1
4385
$1K ﹤0.01%
6,660
4386
$1K ﹤0.01%
+20
4387
$1K ﹤0.01%
+130
4388
0
4389
$1K ﹤0.01%
3
4390
$1K ﹤0.01%
70
4391
$1K ﹤0.01%
+39
4392
$1K ﹤0.01%
+2
4393
$1K ﹤0.01%
+100
4394
$1K ﹤0.01%
+6
4395
$1K ﹤0.01%
+13
4396
$1K ﹤0.01%
54
4397
$1K ﹤0.01%
+17
4398
$1K ﹤0.01%
+103
4399
$1K ﹤0.01%
+20
4400
$1K ﹤0.01%
+21