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
2726
$23K ﹤0.01%
436
2727
$23K ﹤0.01%
892
2728
$23K ﹤0.01%
101
2729
$23K ﹤0.01%
228
2730
$23K ﹤0.01%
2,800
2731
$23K ﹤0.01%
337
2732
$23K ﹤0.01%
3,437
2733
$23K ﹤0.01%
400
2734
$23K ﹤0.01%
800
2735
$23K ﹤0.01%
1,652
2736
$23K ﹤0.01%
1,059
2737
$23K ﹤0.01%
206
2738
$23K ﹤0.01%
100
2739
$23K ﹤0.01%
405
2740
$22K ﹤0.01%
187
2741
$22K ﹤0.01%
402
2742
$22K ﹤0.01%
752
2743
$22K ﹤0.01%
1,000
2744
$22K ﹤0.01%
770
2745
$22K ﹤0.01%
348
2746
$22K ﹤0.01%
958
2747
$22K ﹤0.01%
574
2748
$22K ﹤0.01%
272
2749
$22K ﹤0.01%
111
2750
$22K ﹤0.01%
1,800