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
2576
$28K ﹤0.01%
1,057
2577
$28K ﹤0.01%
502
2578
$28K ﹤0.01%
495
2579
$28K ﹤0.01%
150
2580
$28K ﹤0.01%
2,433
2581
$28K ﹤0.01%
698
2582
$28K ﹤0.01%
72
2583
$28K ﹤0.01%
1,002
2584
$28K ﹤0.01%
904
2585
$28K ﹤0.01%
2,000
2586
$28K ﹤0.01%
1,350
2587
$28K ﹤0.01%
1,009
2588
$28K ﹤0.01%
360
2589
$28K ﹤0.01%
390
2590
$28K ﹤0.01%
648
2591
$28K ﹤0.01%
679
2592
$28K ﹤0.01%
595
2593
$28K ﹤0.01%
390
2594
$28K ﹤0.01%
1,600
2595
$28K ﹤0.01%
271
2596
$28K ﹤0.01%
300
2597
$28K ﹤0.01%
409
2598
$28K ﹤0.01%
2,685
2599
$28K ﹤0.01%
1,175
2600
$27K ﹤0.01%
15,000