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
$3.12B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,552
New
Increased
Reduced
Closed

Top Sells

1 +$648M
2 +$21.5M
3 +$2.68M
4
SHOP icon
Shopify
SHOP
+$2.65M
5
DXCM icon
DexCom
DXCM
+$517K

Sector Composition

1 Consumer Discretionary 5.91%
2 Technology 5.76%
3 Financials 3.9%
4 Industrials 3.09%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$33K ﹤0.01%
297
2477
$32K ﹤0.01%
1,906
2478
$32K ﹤0.01%
1,621
2479
$32K ﹤0.01%
923
2480
$32K ﹤0.01%
717
2481
$32K ﹤0.01%
1,092
2482
$32K ﹤0.01%
1,000
2483
$32K ﹤0.01%
1,541
2484
$32K ﹤0.01%
667
2485
$32K ﹤0.01%
4,261
2486
$32K ﹤0.01%
1,932
2487
$32K ﹤0.01%
1,746
2488
$32K ﹤0.01%
1,286
2489
$32K ﹤0.01%
2,440
2490
$32K ﹤0.01%
932
2491
$32K ﹤0.01%
1,800
2492
$32K ﹤0.01%
1,129
2493
$32K ﹤0.01%
298
2494
$32K ﹤0.01%
160
2495
$32K ﹤0.01%
2,461
2496
$31K ﹤0.01%
1,568
2497
$31K ﹤0.01%
809
2498
$31K ﹤0.01%
5,963
2499
$31K ﹤0.01%
241
2500
$31K ﹤0.01%
537