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
4301
$1K ﹤0.01%
15
4302
$1K ﹤0.01%
6
4303
$1K ﹤0.01%
8
4304
0
4305
0
4306
$1K ﹤0.01%
15
4307
0
4308
$1K ﹤0.01%
50
4309
$1K ﹤0.01%
75
4310
$1K ﹤0.01%
101
4311
$1K ﹤0.01%
91
4312
$1K ﹤0.01%
10
4313
$1K ﹤0.01%
108
4314
$1K ﹤0.01%
3
4315
$1K ﹤0.01%
30
4316
$1K ﹤0.01%
595
4317
$1K ﹤0.01%
87
4318
$1K ﹤0.01%
1
4319
$1K ﹤0.01%
111
4320
$1K ﹤0.01%
42
4321
$1K ﹤0.01%
7
4322
$1K ﹤0.01%
34
4323
$1K ﹤0.01%
100
4324
$1K ﹤0.01%
4
4325
$1K ﹤0.01%
30