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
2701
$24K ﹤0.01%
666
2702
$24K ﹤0.01%
92
2703
$24K ﹤0.01%
2,649
2704
0
2705
$24K ﹤0.01%
679
2706
$24K ﹤0.01%
206
2707
$24K ﹤0.01%
450
2708
$24K ﹤0.01%
1,000
2709
$24K ﹤0.01%
49
2710
$23K ﹤0.01%
225
2711
$23K ﹤0.01%
278
2712
$23K ﹤0.01%
893
2713
$23K ﹤0.01%
1,085
2714
$23K ﹤0.01%
2,500
2715
$23K ﹤0.01%
250
2716
$23K ﹤0.01%
375
2717
$23K ﹤0.01%
1,122
2718
$23K ﹤0.01%
649
2719
$23K ﹤0.01%
1,350
2720
$23K ﹤0.01%
1,400
2721
$23K ﹤0.01%
4,580
2722
$23K ﹤0.01%
174
2723
$23K ﹤0.01%
56
2724
$23K ﹤0.01%
4,982
2725
$23K ﹤0.01%
75