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
1326
$181K 0.01%
3,429
1327
$180K 0.01%
1,319
1328
$179K 0.01%
3,120
1329
$179K 0.01%
6,703
1330
$178K 0.01%
6,830
1331
$178K 0.01%
4,556
1332
$177K 0.01%
7,728
1333
$177K 0.01%
6,668
1334
$177K 0.01%
7,559
1335
$176K 0.01%
1,952
1336
$176K 0.01%
11,400
1337
$176K 0.01%
1,952
1338
$176K 0.01%
2,907
1339
$176K 0.01%
1,377
1340
$176K 0.01%
2,686
1341
$176K 0.01%
6,799
1342
$176K 0.01%
4,212
1343
$175K 0.01%
400
1344
$175K 0.01%
3,412
1345
$175K 0.01%
8,739
1346
$175K 0.01%
11,710
1347
$174K 0.01%
3,406
1348
$174K 0.01%
4,800
1349
$174K 0.01%
2,844
1350
$174K 0.01%
1,455