IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
2676
$25K ﹤0.01%
1,000
2677
$25K ﹤0.01%
2,380
2678
$25K ﹤0.01%
245
2679
$25K ﹤0.01%
908
2680
$25K ﹤0.01%
832
2681
$25K ﹤0.01%
317
2682
$25K ﹤0.01%
2,090
2683
$25K ﹤0.01%
501
2684
$25K ﹤0.01%
1,166
2685
$24K ﹤0.01%
720
2686
$24K ﹤0.01%
362
2687
$24K ﹤0.01%
755
2688
$24K ﹤0.01%
1,537
2689
$24K ﹤0.01%
483
2690
$24K ﹤0.01%
710
2691
$24K ﹤0.01%
321
2692
$24K ﹤0.01%
375
2693
$24K ﹤0.01%
251
2694
$24K ﹤0.01%
1,078
2695
$24K ﹤0.01%
795
2696
$24K ﹤0.01%
666
2697
$24K ﹤0.01%
92
2698
$24K ﹤0.01%
2,649
2699
0
2700
$24K ﹤0.01%
679