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
2601
$27K ﹤0.01%
420
2602
$27K ﹤0.01%
510
2603
$27K ﹤0.01%
605
2604
$27K ﹤0.01%
386
2605
$27K ﹤0.01%
3,609
-361
2606
$27K ﹤0.01%
558
2607
$27K ﹤0.01%
229
2608
$27K ﹤0.01%
1,342
2609
$27K ﹤0.01%
593
2610
$27K ﹤0.01%
773
2611
$27K ﹤0.01%
214
2612
$27K ﹤0.01%
3,057
2613
$27K ﹤0.01%
1,880
2614
$27K ﹤0.01%
1,713
2615
$27K ﹤0.01%
394
2616
$27K ﹤0.01%
1,471
2617
$27K ﹤0.01%
750
2618
$27K ﹤0.01%
1,210
2619
$27K ﹤0.01%
2,567
2620
$27K ﹤0.01%
950
2621
$27K ﹤0.01%
735
2622
$27K ﹤0.01%
255
2623
$27K ﹤0.01%
64
2624
$27K ﹤0.01%
4,165
2625
$27K ﹤0.01%
141