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
3526
$8K ﹤0.01%
659
3527
$8K ﹤0.01%
21
3528
$8K ﹤0.01%
349
3529
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132
3530
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27
3531
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372
3532
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148
3533
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300
3534
$8K ﹤0.01%
+417
3535
$8K ﹤0.01%
235
3536
$8K ﹤0.01%
290
3537
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90
3538
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3539
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331
3540
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3541
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8
3542
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3543
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3544
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3545
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3546
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3547
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3548
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3549
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3550
$8K ﹤0.01%
105