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
2776
$22K ﹤0.01%
826
2777
$22K ﹤0.01%
209
2778
$22K ﹤0.01%
940
2779
$22K ﹤0.01%
164
2780
$22K ﹤0.01%
1,585
2781
$22K ﹤0.01%
191
2782
$22K ﹤0.01%
716
2783
$22K ﹤0.01%
107
2784
$21K ﹤0.01%
836
2785
$21K ﹤0.01%
1,650
2786
$21K ﹤0.01%
5,000
2787
$21K ﹤0.01%
411
2788
$21K ﹤0.01%
266
2789
$21K ﹤0.01%
807
2790
$21K ﹤0.01%
464
2791
$21K ﹤0.01%
825
2792
$21K ﹤0.01%
594
2793
$21K ﹤0.01%
618
2794
$21K ﹤0.01%
289
2795
$21K ﹤0.01%
226
2796
$21K ﹤0.01%
868
2797
$21K ﹤0.01%
158
2798
$21K ﹤0.01%
694
2799
$21K ﹤0.01%
375
2800
$21K ﹤0.01%
2,253
+1,690