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
3576
$7K ﹤0.01%
387
3577
$7K ﹤0.01%
350
3578
$7K ﹤0.01%
89
3579
$7K ﹤0.01%
226
3580
$7K ﹤0.01%
208
-208
3581
$7K ﹤0.01%
300
3582
$7K ﹤0.01%
193
3583
$7K ﹤0.01%
136
3584
0
3585
$7K ﹤0.01%
561
3586
$7K ﹤0.01%
179
3587
$7K ﹤0.01%
611
3588
$7K ﹤0.01%
600
3589
$7K ﹤0.01%
108
3590
$7K ﹤0.01%
600
3591
$7K ﹤0.01%
1,100
3592
$7K ﹤0.01%
228
3593
$7K ﹤0.01%
291
3594
$7K ﹤0.01%
444
3595
$7K ﹤0.01%
29
3596
$7K ﹤0.01%
86
3597
$7K ﹤0.01%
37
3598
$7K ﹤0.01%
111
3599
$7K ﹤0.01%
1,224
3600
$7K ﹤0.01%
269