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
3051
$16K ﹤0.01%
198
3052
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115
3053
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221
3054
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478
3055
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796
3056
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428
3057
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3058
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41
3059
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67
3060
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51
3061
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175
3062
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445
3063
$16K ﹤0.01%
1,197
3064
$16K ﹤0.01%
600
3065
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378
3066
$16K ﹤0.01%
1,612
3067
$16K ﹤0.01%
374
3068
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3069
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185
3070
$15K ﹤0.01%
381
3071
$15K ﹤0.01%
840
3072
$15K ﹤0.01%
348
3073
$15K ﹤0.01%
667
3074
$15K ﹤0.01%
422
3075
$15K ﹤0.01%
259