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
3276
$12K ﹤0.01%
294
3277
$12K ﹤0.01%
1
3278
$12K ﹤0.01%
384
3279
$12K ﹤0.01%
277
3280
$12K ﹤0.01%
344
3281
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269
3282
$12K ﹤0.01%
70
3283
$12K ﹤0.01%
45
3284
$12K ﹤0.01%
1
3285
$12K ﹤0.01%
1,750
3286
$12K ﹤0.01%
333
3287
$12K ﹤0.01%
325
3288
$12K ﹤0.01%
398
3289
$12K ﹤0.01%
465
3290
$12K ﹤0.01%
1,495
3291
$12K ﹤0.01%
4,369
3292
$12K ﹤0.01%
21
3293
$12K ﹤0.01%
1,050
3294
$11K ﹤0.01%
648
3295
$11K ﹤0.01%
6
3296
$11K ﹤0.01%
279
3297
$11K ﹤0.01%
146
3298
$11K ﹤0.01%
407
3299
$11K ﹤0.01%
150
3300
$11K ﹤0.01%
331