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
3251
$12K ﹤0.01%
2,500
3252
$12K ﹤0.01%
210
3253
$12K ﹤0.01%
78
3254
$12K ﹤0.01%
500
3255
$12K ﹤0.01%
1,408
3256
$12K ﹤0.01%
480
3257
$12K ﹤0.01%
9
3258
$12K ﹤0.01%
664
3259
$12K ﹤0.01%
48
3260
$12K ﹤0.01%
552
3261
$12K ﹤0.01%
38
3262
$12K ﹤0.01%
188
3263
$12K ﹤0.01%
8,900
3264
$12K ﹤0.01%
815
3265
$12K ﹤0.01%
518
3266
$12K ﹤0.01%
900
3267
$12K ﹤0.01%
252
3268
$12K ﹤0.01%
267
3269
$12K ﹤0.01%
78
3270
$12K ﹤0.01%
12
3271
$12K ﹤0.01%
456
3272
$12K ﹤0.01%
55
3273
$12K ﹤0.01%
500
3274
$12K ﹤0.01%
12
3275
$12K ﹤0.01%
1,200