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
3626
$7K ﹤0.01%
110
3627
$7K ﹤0.01%
360
3628
$7K ﹤0.01%
385
3629
$7K ﹤0.01%
1,026
3630
$7K ﹤0.01%
200
3631
$7K ﹤0.01%
200
3632
$7K ﹤0.01%
111
3633
$7K ﹤0.01%
120
3634
$7K ﹤0.01%
375
3635
$7K ﹤0.01%
169
3636
$7K ﹤0.01%
350
3637
$7K ﹤0.01%
351
3638
$7K ﹤0.01%
298
3639
$7K ﹤0.01%
277
3640
$7K ﹤0.01%
326
3641
$7K ﹤0.01%
83
3642
$7K ﹤0.01%
326
3643
$7K ﹤0.01%
103
3644
$7K ﹤0.01%
260
3645
$7K ﹤0.01%
61
3646
$7K ﹤0.01%
131
3647
$7K ﹤0.01%
643
3648
$7K ﹤0.01%
200
3649
$7K ﹤0.01%
+225
3650
$7K ﹤0.01%
500