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
2926
$18K ﹤0.01%
1,273
2927
$18K ﹤0.01%
98
2928
$18K ﹤0.01%
118
2929
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388
2930
$18K ﹤0.01%
2,701
2931
$18K ﹤0.01%
525
2932
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44
2933
$18K ﹤0.01%
779
2934
$18K ﹤0.01%
2,528
2935
$18K ﹤0.01%
40
2936
$18K ﹤0.01%
25
2937
$18K ﹤0.01%
111
2938
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294
2939
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39
+38
2940
$18K ﹤0.01%
113
2941
$18K ﹤0.01%
104
2942
$18K ﹤0.01%
219
2943
$18K ﹤0.01%
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2944
$18K ﹤0.01%
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2945
$18K ﹤0.01%
368
2946
$18K ﹤0.01%
2,469
2947
$18K ﹤0.01%
154
2948
$18K ﹤0.01%
843
2949
$18K ﹤0.01%
903
2950
$18K ﹤0.01%
270