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
2901
$19K ﹤0.01%
1,278
2902
$19K ﹤0.01%
872
2903
$19K ﹤0.01%
8
2904
$19K ﹤0.01%
303
2905
$19K ﹤0.01%
153
2906
$19K ﹤0.01%
200
2907
$19K ﹤0.01%
450
2908
$19K ﹤0.01%
33
2909
$19K ﹤0.01%
2,268
2910
$19K ﹤0.01%
982
2911
$19K ﹤0.01%
523
2912
$19K ﹤0.01%
122
2913
$19K ﹤0.01%
1,271
2914
$19K ﹤0.01%
423
2915
$19K ﹤0.01%
2,130
2916
$19K ﹤0.01%
125
2917
$18K ﹤0.01%
387
2918
$18K ﹤0.01%
959
2919
$18K ﹤0.01%
67
2920
$18K ﹤0.01%
744
2921
$18K ﹤0.01%
2,080
2922
$18K ﹤0.01%
262
2923
$18K ﹤0.01%
25
2924
$18K ﹤0.01%
1,632
2925
$18K ﹤0.01%
763