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
3451
$9K ﹤0.01%
136
3452
$9K ﹤0.01%
343
3453
$9K ﹤0.01%
660
3454
$9K ﹤0.01%
220
3455
$9K ﹤0.01%
5
3456
$9K ﹤0.01%
213
3457
$9K ﹤0.01%
200
3458
$9K ﹤0.01%
208
3459
$9K ﹤0.01%
45
3460
$9K ﹤0.01%
377
3461
$9K ﹤0.01%
120
3462
$9K ﹤0.01%
176
3463
$9K ﹤0.01%
93
3464
$9K ﹤0.01%
195
3465
$9K ﹤0.01%
354
3466
$9K ﹤0.01%
613
3467
$9K ﹤0.01%
10
3468
$9K ﹤0.01%
620
3469
$9K ﹤0.01%
241
3470
$9K ﹤0.01%
405
3471
$9K ﹤0.01%
1
3472
$9K ﹤0.01%
204
3473
$9K ﹤0.01%
88
3474
$9K ﹤0.01%
290
3475
$9K ﹤0.01%
3,137