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
3001
$17K ﹤0.01%
147
3002
$17K ﹤0.01%
1,454
3003
$17K ﹤0.01%
244
3004
$17K ﹤0.01%
149
3005
$17K ﹤0.01%
497
3006
$17K ﹤0.01%
472
3007
$17K ﹤0.01%
194
3008
$17K ﹤0.01%
16
3009
$17K ﹤0.01%
104
3010
$17K ﹤0.01%
4,741
3011
$17K ﹤0.01%
58
3012
$17K ﹤0.01%
104
3013
$17K ﹤0.01%
1,236
3014
$17K ﹤0.01%
780
3015
$17K ﹤0.01%
348
3016
$16K ﹤0.01%
513
3017
$16K ﹤0.01%
650
3018
$16K ﹤0.01%
21
3019
$16K ﹤0.01%
1,000
3020
$16K ﹤0.01%
1,438
3021
$16K ﹤0.01%
2,755
3022
$16K ﹤0.01%
502
3023
$16K ﹤0.01%
22
3024
$16K ﹤0.01%
2,000
3025
$16K ﹤0.01%
255