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
3726
$6K ﹤0.01%
207
3727
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149
3728
$6K ﹤0.01%
575
3729
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276
3730
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402
3731
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3732
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3733
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500
3734
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3735
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500
3736
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131
3737
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300
3738
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3739
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3740
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2,860
3741
$6K ﹤0.01%
284
3742
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22
3743
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3744
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3745
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3746
$5K ﹤0.01%
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3747
$5K ﹤0.01%
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3748
$5K ﹤0.01%
104
3749
$5K ﹤0.01%
86
3750
$5K ﹤0.01%
250