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
4726
$1K ﹤0.01%
200
4727
$1K ﹤0.01%
+1,000
4728
$1K ﹤0.01%
26
4729
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6
4730
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6
4731
$1K ﹤0.01%
51
4732
$1K ﹤0.01%
300
4733
$1K ﹤0.01%
11
4734
$1K ﹤0.01%
10
4735
$1K ﹤0.01%
20
+14
4736
$1K ﹤0.01%
+56
4737
$1K ﹤0.01%
160
4738
$1K ﹤0.01%
11
4739
$1K ﹤0.01%
19
4740
$1K ﹤0.01%
165
4741
$1K ﹤0.01%
7
4742
$1K ﹤0.01%
65
4743
$1K ﹤0.01%
+11
4744
$1K ﹤0.01%
37
-83
4745
$1K ﹤0.01%
12
4746
$1K ﹤0.01%
48
4747
$1K ﹤0.01%
200
4748
$1K ﹤0.01%
200
4749
$1K ﹤0.01%
31
-7
4750
$1K ﹤0.01%
12