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
3026
$16K ﹤0.01%
124
3027
$16K ﹤0.01%
438
3028
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623
3029
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3030
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607
3031
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3032
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724
3033
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748
3034
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119
3035
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373
3036
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282
3037
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3038
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3039
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3040
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840
3041
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3042
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3043
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3044
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3045
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3046
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3047
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944
3048
$16K ﹤0.01%
847
3049
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169
3050
$16K ﹤0.01%
553