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
2826
$20K ﹤0.01%
105
2827
$20K ﹤0.01%
702
2828
$20K ﹤0.01%
761
2829
$20K ﹤0.01%
6,300
2830
$20K ﹤0.01%
1,823
2831
$20K ﹤0.01%
2,536
2832
$20K ﹤0.01%
496
2833
$20K ﹤0.01%
224
2834
$20K ﹤0.01%
759
2835
$20K ﹤0.01%
1,208
2836
$20K ﹤0.01%
165
2837
$20K ﹤0.01%
595
2838
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41
2839
$20K ﹤0.01%
3
2840
$20K ﹤0.01%
93
2841
$20K ﹤0.01%
149
2842
$20K ﹤0.01%
8,347
2843
$20K ﹤0.01%
1,700
2844
$20K ﹤0.01%
450
2845
$20K ﹤0.01%
334
2846
0
2847
$20K ﹤0.01%
600
2848
$20K ﹤0.01%
1,432
2849
$20K ﹤0.01%
156
2850
$20K ﹤0.01%
458