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
2551
$29K ﹤0.01%
937
2552
$29K ﹤0.01%
1,577
2553
$29K ﹤0.01%
750
2554
$29K ﹤0.01%
874
2555
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775
2556
$29K ﹤0.01%
+606
2557
$29K ﹤0.01%
573
2558
$29K ﹤0.01%
972
2559
$29K ﹤0.01%
493
2560
$29K ﹤0.01%
223
2561
$29K ﹤0.01%
472
2562
$29K ﹤0.01%
2,705
2563
$29K ﹤0.01%
114
2564
$29K ﹤0.01%
1,475
2565
$28K ﹤0.01%
2,146
2566
$28K ﹤0.01%
5,786
2567
$28K ﹤0.01%
481
2568
$28K ﹤0.01%
1,600
2569
$28K ﹤0.01%
390
2570
$28K ﹤0.01%
1,324
2571
$28K ﹤0.01%
12,684
2572
$28K ﹤0.01%
797
2573
$28K ﹤0.01%
567
2574
$28K ﹤0.01%
533
2575
$28K ﹤0.01%
945