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
2876
$19K ﹤0.01%
115
2877
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163
2878
$19K ﹤0.01%
359
2879
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846
2880
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430
2881
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2882
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2884
$19K ﹤0.01%
517
2885
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3,000
2886
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3,000
2887
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2888
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2889
0
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1,201
2891
$19K ﹤0.01%
333
2892
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2893
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$19K ﹤0.01%
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2896
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2897
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2898
$19K ﹤0.01%
5,406
2899
$19K ﹤0.01%
260
2900
$19K ﹤0.01%
815