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
1351
$174K 0.01%
2,129
1352
$173K 0.01%
7,646
1353
$173K 0.01%
33
1354
$173K 0.01%
4,704
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$173K 0.01%
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1356
$173K 0.01%
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$173K 0.01%
833
1358
$172K 0.01%
3,351
1359
$172K 0.01%
4,431
1360
$172K 0.01%
8,682
1361
$172K 0.01%
4,100
1362
$171K 0.01%
8,449
1363
$171K 0.01%
4,752
1364
$171K 0.01%
4,960
1365
$171K 0.01%
6,543
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$171K 0.01%
3,314
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$170K 0.01%
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$170K 0.01%
6,750
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$170K 0.01%
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$170K 0.01%
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1371
$169K 0.01%
3,520
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$169K 0.01%
3,420
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$169K 0.01%
1,142
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$169K 0.01%
4,844
1375
$169K 0.01%
21,402