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
2501
$31K ﹤0.01%
974
2502
$31K ﹤0.01%
422
2503
$31K ﹤0.01%
903
2504
$31K ﹤0.01%
759
2505
$31K ﹤0.01%
849
2506
$31K ﹤0.01%
635
2507
$31K ﹤0.01%
4,015
2508
$31K ﹤0.01%
591
2509
$31K ﹤0.01%
2,705
2510
$31K ﹤0.01%
765
2511
$31K ﹤0.01%
192
2512
$31K ﹤0.01%
314
2513
$31K ﹤0.01%
614
2514
$31K ﹤0.01%
743
2515
$31K ﹤0.01%
30
2516
$31K ﹤0.01%
317
2517
$31K ﹤0.01%
578
2518
$30K ﹤0.01%
1,986
2519
$30K ﹤0.01%
1,091
-546
2520
$30K ﹤0.01%
305
2521
$30K ﹤0.01%
1,250
2522
$30K ﹤0.01%
1,000
2523
$30K ﹤0.01%
1,500
2524
$30K ﹤0.01%
1,800
2525
$30K ﹤0.01%
5,300