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
2526
$30K ﹤0.01%
1,500
2527
$30K ﹤0.01%
218
2528
$30K ﹤0.01%
2,719
2529
$30K ﹤0.01%
1,084
2530
$30K ﹤0.01%
878
2531
$30K ﹤0.01%
1,120
2532
$30K ﹤0.01%
206
2533
$30K ﹤0.01%
1,078
2534
$30K ﹤0.01%
181
2535
$30K ﹤0.01%
621
2536
$30K ﹤0.01%
3,000
2537
$30K ﹤0.01%
1,204
2538
$30K ﹤0.01%
3,000
2539
$29K ﹤0.01%
480
2540
$29K ﹤0.01%
100
2541
$29K ﹤0.01%
167
2542
$29K ﹤0.01%
241
2543
$29K ﹤0.01%
1,521
2544
$29K ﹤0.01%
250
2545
$29K ﹤0.01%
1,150
2546
$29K ﹤0.01%
375
2547
$29K ﹤0.01%
548
2548
$29K ﹤0.01%
222
2549
$29K ﹤0.01%
1,502
2550
$29K ﹤0.01%
296