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
4026
$3K ﹤0.01%
74
4027
$3K ﹤0.01%
131
4028
$3K ﹤0.01%
24
4029
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300
4030
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2,500
4031
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20
4032
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55
4033
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80
4034
$3K ﹤0.01%
34
4035
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165
4036
0
4037
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103
4038
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42
4039
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5
4040
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4041
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24
4042
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4043
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4044
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4045
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500
4046
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4047
$3K ﹤0.01%
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4048
$3K ﹤0.01%
110
4049
$3K ﹤0.01%
109
4050
$3K ﹤0.01%
17