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
$3.84B
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 5.29%
3 Technology 5.17%
4 Financials 3.5%
5 Industrials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4626
$1K ﹤0.01%
39
4627
$1K ﹤0.01%
21
4628
$1K ﹤0.01%
36
-18
4629
$1K ﹤0.01%
113
4630
$1K ﹤0.01%
58
4631
$1K ﹤0.01%
8
4632
$1K ﹤0.01%
73
4633
$1K ﹤0.01%
5
4634
$1K ﹤0.01%
21
4635
$1K ﹤0.01%
700
+672
4636
$1K ﹤0.01%
32
4637
$1K ﹤0.01%
400
4638
$1K ﹤0.01%
18
4639
$1K ﹤0.01%
30
4640
$1K ﹤0.01%
5
4641
$1K ﹤0.01%
15
4642
$1K ﹤0.01%
+16
4643
$1K ﹤0.01%
+2
4644
$1K ﹤0.01%
13
4645
$1K ﹤0.01%
+12
4646
$1K ﹤0.01%
+18
4647
$1K ﹤0.01%
26
4648
$1K ﹤0.01%
+200
4649
$1K ﹤0.01%
+20
4650
$1K ﹤0.01%
14