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
1551
$124K ﹤0.01%
2,511
1552
$124K ﹤0.01%
535
1553
$124K ﹤0.01%
13,013
1554
$123K ﹤0.01%
438
1555
$123K ﹤0.01%
2,457
1556
$123K ﹤0.01%
8,595
1557
$123K ﹤0.01%
866
1558
$123K ﹤0.01%
8,789
1559
$123K ﹤0.01%
5,685
1560
$123K ﹤0.01%
9,510
1561
$122K ﹤0.01%
3,750
1562
$121K ﹤0.01%
602
1563
$121K ﹤0.01%
133
1564
$121K ﹤0.01%
2,706
1565
$121K ﹤0.01%
497
1566
$121K ﹤0.01%
163,423
1567
$121K ﹤0.01%
2,019
1568
$121K ﹤0.01%
9,609
1569
$121K ﹤0.01%
1,605
1570
$121K ﹤0.01%
7,577
1571
$121K ﹤0.01%
419
1572
$120K ﹤0.01%
1,510
1573
$120K ﹤0.01%
3,955
1574
$120K ﹤0.01%
4,959
1575
$120K ﹤0.01%
3,531