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
3401
$10K ﹤0.01%
202
3402
$10K ﹤0.01%
20
3403
$10K ﹤0.01%
228
3404
$10K ﹤0.01%
400
3405
$10K ﹤0.01%
402
3406
$10K ﹤0.01%
760
3407
$10K ﹤0.01%
188
3408
$10K ﹤0.01%
1,050
3409
$10K ﹤0.01%
217
3410
$10K ﹤0.01%
284
3411
$10K ﹤0.01%
365
3412
$10K ﹤0.01%
107
3413
$10K ﹤0.01%
1,811
3414
$10K ﹤0.01%
4,600
3415
$10K ﹤0.01%
116
3416
$10K ﹤0.01%
1,500
3417
$10K ﹤0.01%
224
3418
$10K ﹤0.01%
1,000
3419
$10K ﹤0.01%
2,000
3420
$10K ﹤0.01%
216
3421
$10K ﹤0.01%
90
3422
$10K ﹤0.01%
312
3423
$10K ﹤0.01%
206
3424
$10K ﹤0.01%
246
3425
$10K ﹤0.01%
142