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
3351
$11K ﹤0.01%
211
3352
$11K ﹤0.01%
57
3353
$11K ﹤0.01%
1
3354
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3355
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3356
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3357
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3,059
3358
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3359
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500
3360
$11K ﹤0.01%
1,222
3361
$11K ﹤0.01%
43
3362
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365
3363
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4,000
3364
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3365
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3366
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3367
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3368
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3369
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3370
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10
3371
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3372
$10K ﹤0.01%
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3373
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3374
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3375
$10K ﹤0.01%
400