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
2801
$21K ﹤0.01%
365
2802
$21K ﹤0.01%
410
2803
$21K ﹤0.01%
1,400
2804
$21K ﹤0.01%
405
2805
$21K ﹤0.01%
1,285
2806
$21K ﹤0.01%
172
2807
$21K ﹤0.01%
426
2808
$21K ﹤0.01%
198
2809
$21K ﹤0.01%
303
2810
$21K ﹤0.01%
52
2811
$21K ﹤0.01%
1,190
2812
$21K ﹤0.01%
837
2813
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349
2814
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752
2815
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128
2816
$21K ﹤0.01%
441
2817
$21K ﹤0.01%
278
2818
$20K ﹤0.01%
2
2819
$20K ﹤0.01%
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2820
$20K ﹤0.01%
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2821
$20K ﹤0.01%
71
2822
$20K ﹤0.01%
43
2823
$20K ﹤0.01%
861
2824
$20K ﹤0.01%
805
2825
$20K ﹤0.01%
43