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
3201
$13K ﹤0.01%
157
3202
$13K ﹤0.01%
200
3203
$13K ﹤0.01%
1,033
3204
$13K ﹤0.01%
287
3205
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350
3206
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966
3207
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245
3208
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289
3209
$13K ﹤0.01%
306
3210
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271
3211
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178
3212
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82
3213
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6
3214
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879
3215
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1
3216
$13K ﹤0.01%
504
3217
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393
3218
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500
3219
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3220
$13K ﹤0.01%
15
3221
$13K ﹤0.01%
500
3222
$13K ﹤0.01%
525
3223
$13K ﹤0.01%
1,102
3224
$13K ﹤0.01%
56
3225
$13K ﹤0.01%
1,875