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
2926
$18K ﹤0.01%
39
+38
2927
$18K ﹤0.01%
113
2928
$18K ﹤0.01%
104
2929
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219
2930
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153
2931
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160
2932
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368
2933
$18K ﹤0.01%
2,469
2934
$18K ﹤0.01%
154
2935
$18K ﹤0.01%
843
2936
$18K ﹤0.01%
387
2937
$18K ﹤0.01%
959
2938
$18K ﹤0.01%
67
2939
$18K ﹤0.01%
744
2940
$18K ﹤0.01%
2,080
2941
$18K ﹤0.01%
262
2942
$18K ﹤0.01%
25
2943
$18K ﹤0.01%
270
2944
$18K ﹤0.01%
914
2945
$18K ﹤0.01%
423
2946
$18K ﹤0.01%
287
2947
$18K ﹤0.01%
1,632
2948
$18K ﹤0.01%
763
2949
$18K ﹤0.01%
1,273
2950
$18K ﹤0.01%
98