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
3476
$9K ﹤0.01%
51
3477
$9K ﹤0.01%
75
3478
$9K ﹤0.01%
350
3479
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3480
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3481
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3482
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3483
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2,453
3484
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555
3485
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2,399
3486
$9K ﹤0.01%
215
3487
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1,097
3488
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3489
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3490
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3491
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3,700
3492
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3495
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3496
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3497
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3498
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3499
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638
3500
$9K ﹤0.01%
119