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
2751
$22K ﹤0.01%
879
2752
$22K ﹤0.01%
425
2753
$22K ﹤0.01%
3,459
2754
$22K ﹤0.01%
1,390
2755
$22K ﹤0.01%
1,526
2756
$22K ﹤0.01%
268
2757
$22K ﹤0.01%
387
2758
$22K ﹤0.01%
+464
2759
$22K ﹤0.01%
104
2760
$22K ﹤0.01%
88
2761
$22K ﹤0.01%
135
2762
$22K ﹤0.01%
2,000
2763
$22K ﹤0.01%
446
2764
$22K ﹤0.01%
387
2765
$22K ﹤0.01%
1,025
2766
$22K ﹤0.01%
107
2767
$22K ﹤0.01%
826
2768
$22K ﹤0.01%
209
2769
$22K ﹤0.01%
940
2770
$22K ﹤0.01%
164
2771
$22K ﹤0.01%
278
2772
$22K ﹤0.01%
1,062
2773
$22K ﹤0.01%
407
2774
$22K ﹤0.01%
3,175
2775
$22K ﹤0.01%
261