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
1626
$110K ﹤0.01%
6,336
1627
$110K ﹤0.01%
568
1628
$110K ﹤0.01%
3,487
1629
$110K ﹤0.01%
3,207
1630
$109K ﹤0.01%
8,383
1631
$109K ﹤0.01%
810
1632
$109K ﹤0.01%
2,551
1633
$109K ﹤0.01%
8,371
-270
1634
$108K ﹤0.01%
3,712
1635
$108K ﹤0.01%
3,593
1636
$108K ﹤0.01%
1,902
1637
$108K ﹤0.01%
123
1638
$108K ﹤0.01%
2,875
1639
$108K ﹤0.01%
3,155
1640
$107K ﹤0.01%
4,190
1641
$107K ﹤0.01%
5,395
1642
$107K ﹤0.01%
4,316
1643
$107K ﹤0.01%
4,212
1644
$107K ﹤0.01%
12,509
1645
$107K ﹤0.01%
3,258
1646
$107K ﹤0.01%
4,988
1647
$106K ﹤0.01%
8,549
1648
$106K ﹤0.01%
6,857
1649
$106K ﹤0.01%
4,175
1650
$106K ﹤0.01%
8,919