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
3501
$9K ﹤0.01%
800
3502
$8K ﹤0.01%
200
3503
$8K ﹤0.01%
206
3504
$8K ﹤0.01%
345
3505
$8K ﹤0.01%
119
3506
$8K ﹤0.01%
468
3507
$8K ﹤0.01%
167
3508
$8K ﹤0.01%
156
3509
$8K ﹤0.01%
485
3510
$8K ﹤0.01%
100
3511
$8K ﹤0.01%
116
3512
$8K ﹤0.01%
300
3513
$8K ﹤0.01%
1,199
3514
$8K ﹤0.01%
203
3515
$8K ﹤0.01%
182
3516
$8K ﹤0.01%
356
3517
$8K ﹤0.01%
394
3518
$8K ﹤0.01%
4
3519
$8K ﹤0.01%
487
3520
$8K ﹤0.01%
1,835
3521
$8K ﹤0.01%
200
3522
$8K ﹤0.01%
60
3523
$8K ﹤0.01%
74
3524
$8K ﹤0.01%
435
3525
$8K ﹤0.01%
10