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
3701
$6K ﹤0.01%
146
3702
$6K ﹤0.01%
562
3703
$6K ﹤0.01%
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3704
$6K ﹤0.01%
600
3705
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3706
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3707
$6K ﹤0.01%
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3708
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3709
$6K ﹤0.01%
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3710
$6K ﹤0.01%
31
3711
$6K ﹤0.01%
850
3712
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53
3713
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3714
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107
3715
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3716
$6K ﹤0.01%
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3717
$6K ﹤0.01%
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3718
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3719
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3720
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3721
$6K ﹤0.01%
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3722
$6K ﹤0.01%
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3723
$6K ﹤0.01%
1,000
3724
$6K ﹤0.01%
506
3725
$6K ﹤0.01%
1,000