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
3801
$5K ﹤0.01%
66
3802
$5K ﹤0.01%
99
3803
$5K ﹤0.01%
217
3804
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700
3805
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75
3806
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50
3807
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3808
$5K ﹤0.01%
136
3809
$5K ﹤0.01%
250
3810
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270
3811
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3812
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479
3813
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50
3814
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3815
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309
3816
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68
3817
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1,500
3818
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1,000
3819
$5K ﹤0.01%
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3820
$5K ﹤0.01%
1,300
3821
$5K ﹤0.01%
67
3822
$5K ﹤0.01%
300
3823
$5K ﹤0.01%
74
3824
$5K ﹤0.01%
31
3825
$5K ﹤0.01%
500