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
3751
$5K ﹤0.01%
270
3752
$5K ﹤0.01%
134
3753
$5K ﹤0.01%
479
3754
$5K ﹤0.01%
50
3755
$5K ﹤0.01%
143
3756
$5K ﹤0.01%
1,271
3757
$5K ﹤0.01%
309
3758
$5K ﹤0.01%
68
3759
$5K ﹤0.01%
1,500
3760
$5K ﹤0.01%
1,000
3761
$5K ﹤0.01%
104
3762
$5K ﹤0.01%
1,300
3763
$5K ﹤0.01%
260
3764
$5K ﹤0.01%
42
3765
$5K ﹤0.01%
48
3766
$5K ﹤0.01%
35
3767
$5K ﹤0.01%
250
3768
$5K ﹤0.01%
4,000
3769
$5K ﹤0.01%
27
3770
$5K ﹤0.01%
100
3771
$5K ﹤0.01%
51
3772
$5K ﹤0.01%
200
3773
$5K ﹤0.01%
149
3774
$5K ﹤0.01%
165
3775
$5K ﹤0.01%
200