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
2776
$22K ﹤0.01%
650
2777
$22K ﹤0.01%
258
2778
$22K ﹤0.01%
67,808
2779
$22K ﹤0.01%
100
2780
$22K ﹤0.01%
1,585
2781
$22K ﹤0.01%
191
2782
$22K ﹤0.01%
716
2783
$22K ﹤0.01%
162
2784
$21K ﹤0.01%
836
2785
$21K ﹤0.01%
411
2786
$21K ﹤0.01%
266
2787
$21K ﹤0.01%
807
2788
$21K ﹤0.01%
464
2789
$21K ﹤0.01%
825
2790
$21K ﹤0.01%
594
2791
$21K ﹤0.01%
618
2792
$21K ﹤0.01%
289
2793
$21K ﹤0.01%
226
2794
$21K ﹤0.01%
868
2795
$21K ﹤0.01%
158
2796
$21K ﹤0.01%
694
2797
$21K ﹤0.01%
375
2798
$21K ﹤0.01%
2,253
+1,690
2799
$21K ﹤0.01%
365
2800
$21K ﹤0.01%
410