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
4701
$1K ﹤0.01%
19
4702
$1K ﹤0.01%
8
4703
$1K ﹤0.01%
72
4704
$1K ﹤0.01%
75
4705
$1K ﹤0.01%
16
4706
$1K ﹤0.01%
+39
4707
$1K ﹤0.01%
23
4708
$1K ﹤0.01%
18
4709
$1K ﹤0.01%
+62
4710
$1K ﹤0.01%
20
+1
4711
$1K ﹤0.01%
60
4712
$1K ﹤0.01%
20
4713
$1K ﹤0.01%
+15
4714
$1K ﹤0.01%
1
4715
$1K ﹤0.01%
50
4716
$1K ﹤0.01%
+3
4717
$1K ﹤0.01%
+17
4718
$1K ﹤0.01%
+61
4719
$1K ﹤0.01%
+62
4720
$1K ﹤0.01%
250
4721
$1K ﹤0.01%
+56
4722
$1K ﹤0.01%
75
4723
$1K ﹤0.01%
1
4724
0
4725
$1K ﹤0.01%
18