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
4651
$1K ﹤0.01%
48
4652
$1K ﹤0.01%
+15
4653
$1K ﹤0.01%
+76
4654
$1K ﹤0.01%
27
4655
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16
4656
$1K ﹤0.01%
100
4657
$1K ﹤0.01%
30
4658
$1K ﹤0.01%
100
4659
0
4660
$1K ﹤0.01%
14
4661
$1K ﹤0.01%
100
4662
$1K ﹤0.01%
13
4663
$1K ﹤0.01%
3
4664
$1K ﹤0.01%
+16
4665
$1K ﹤0.01%
+2
4666
$1K ﹤0.01%
13
4667
$1K ﹤0.01%
+12
4668
$1K ﹤0.01%
+18
4669
$1K ﹤0.01%
26
4670
$1K ﹤0.01%
+200
4671
$1K ﹤0.01%
+20
4672
$1K ﹤0.01%
14
4673
$1K ﹤0.01%
100
4674
$1K ﹤0.01%
8
4675
$1K ﹤0.01%
14