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
4326
$1K ﹤0.01%
25
4327
$1K ﹤0.01%
2
4328
$1K ﹤0.01%
200
4329
$1K ﹤0.01%
100
4330
$1K ﹤0.01%
3
4331
$1K ﹤0.01%
11
4332
$1K ﹤0.01%
25
4333
$1K ﹤0.01%
500
4334
$1K ﹤0.01%
166
4335
$1K ﹤0.01%
11
4336
$1K ﹤0.01%
52
4337
$1K ﹤0.01%
5
4338
$1K ﹤0.01%
24
4339
$1K ﹤0.01%
19
4340
$1K ﹤0.01%
1
4341
$1K ﹤0.01%
103
4342
$1K ﹤0.01%
21
4343
$1K ﹤0.01%
3
4344
$1K ﹤0.01%
34
4345
$1K ﹤0.01%
8
4346
$1K ﹤0.01%
31
4347
$1K ﹤0.01%
8
4348
$1K ﹤0.01%
35
4349
$1K ﹤0.01%
50
4350
$1K ﹤0.01%
1