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
4526
$1K ﹤0.01%
10
4527
$1K ﹤0.01%
115
4528
$1K ﹤0.01%
15
4529
$1K ﹤0.01%
40
4530
$1K ﹤0.01%
21
4531
$1K ﹤0.01%
55
+12
4532
$1K ﹤0.01%
+8
4533
$1K ﹤0.01%
50
4534
$1K ﹤0.01%
+38
4535
0
4536
$1K ﹤0.01%
120
4537
$1K ﹤0.01%
5
4538
$1K ﹤0.01%
+29
4539
$1K ﹤0.01%
20
4540
$1K ﹤0.01%
11
4541
$1K ﹤0.01%
4
4542
$1K ﹤0.01%
+24
4543
$1K ﹤0.01%
3
4544
$1K ﹤0.01%
+3
4545
$1K ﹤0.01%
+5
4546
$1K ﹤0.01%
18
4547
$1K ﹤0.01%
7
4548
$1K ﹤0.01%
1
4549
$1K ﹤0.01%
3
4550
$1K ﹤0.01%
15