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
1276
$202K 0.01%
8,540
-313
1277
$201K 0.01%
7,778
1278
$201K 0.01%
6,584
1279
$201K 0.01%
6,445
1280
$201K 0.01%
9,213
1281
$199K 0.01%
1,914
1282
$199K 0.01%
5,187
1283
$198K 0.01%
10,872
1284
$198K 0.01%
14,000
1285
$197K 0.01%
982
1286
$197K 0.01%
3,326
1287
$197K 0.01%
708
1288
$197K 0.01%
2,808
1289
$196K 0.01%
7,788
1290
$196K 0.01%
4,989
1291
$196K 0.01%
2,586
1292
$195K 0.01%
8,761
1293
$195K 0.01%
1,034
1294
$195K 0.01%
2,723
1295
$195K 0.01%
3,440
1296
$195K 0.01%
4,125
1297
$195K 0.01%
7,708
1298
$194K 0.01%
7,832
1299
$194K 0.01%
3,555
1300
$193K 0.01%
3,183