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
3376
$10K ﹤0.01%
506
3377
$10K ﹤0.01%
266
3378
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180
3379
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3
3380
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7
3381
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750
3382
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193
3383
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3,805
3384
$10K ﹤0.01%
650
3385
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354
3386
$10K ﹤0.01%
1,012
3387
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3388
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478
3389
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64
3390
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214
+90
3391
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3392
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1,091
3393
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3394
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3395
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828
3396
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3397
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440
3398
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202
3399
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20
3400
$10K ﹤0.01%
228