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
2651
$26K ﹤0.01%
2,063
2652
$26K ﹤0.01%
1,800
2653
$26K ﹤0.01%
177
2654
$25K ﹤0.01%
372
2655
$25K ﹤0.01%
233
2656
$25K ﹤0.01%
323
2657
$25K ﹤0.01%
160
2658
$25K ﹤0.01%
2,175
2659
$25K ﹤0.01%
737
2660
$25K ﹤0.01%
635
2661
$25K ﹤0.01%
980
2662
$25K ﹤0.01%
1,027
2663
$25K ﹤0.01%
146
2664
$25K ﹤0.01%
502
2665
$25K ﹤0.01%
1,543
2666
$25K ﹤0.01%
263
2667
$25K ﹤0.01%
900
2668
$25K ﹤0.01%
408
2669
$25K ﹤0.01%
163
2670
$25K ﹤0.01%
+491
2671
$25K ﹤0.01%
358
2672
$25K ﹤0.01%
2,000
2673
$25K ﹤0.01%
1,000
2674
$25K ﹤0.01%
192
2675
$25K ﹤0.01%
134