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
4451
0
4452
$1K ﹤0.01%
29
4453
$1K ﹤0.01%
123
4454
$1K ﹤0.01%
11
4455
$1K ﹤0.01%
41
4456
$1K ﹤0.01%
70
4457
$1K ﹤0.01%
5
4458
$1K ﹤0.01%
19
4459
$1K ﹤0.01%
8
4460
$1K ﹤0.01%
9
4461
$1K ﹤0.01%
72
4462
$1K ﹤0.01%
75
4463
$1K ﹤0.01%
16
4464
$1K ﹤0.01%
23
4465
$1K ﹤0.01%
18
4466
$1K ﹤0.01%
19
4467
$1K ﹤0.01%
60
4468
$1K ﹤0.01%
20
4469
$1K ﹤0.01%
1
4470
$1K ﹤0.01%
50
4471
$1K ﹤0.01%
+250
4472
$1K ﹤0.01%
75
4473
$1K ﹤0.01%
1
4474
$1K ﹤0.01%
18
4475
$1K ﹤0.01%
77