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
1701
$97K ﹤0.01%
723
1702
$97K ﹤0.01%
3,512
1703
$97K ﹤0.01%
4,219
1704
$96K ﹤0.01%
3,465
1705
$96K ﹤0.01%
214,000
1706
$96K ﹤0.01%
985
1707
$96K ﹤0.01%
2,272
1708
$96K ﹤0.01%
3,864
1709
$96K ﹤0.01%
3,026
1710
$96K ﹤0.01%
1,014
1711
$96K ﹤0.01%
2,207
1712
$95K ﹤0.01%
3,280
1713
$95K ﹤0.01%
7,229
1714
$95K ﹤0.01%
2,355
1715
$95K ﹤0.01%
4,700
1716
$95K ﹤0.01%
4,313
+3,450
1717
$95K ﹤0.01%
1,992
1718
$95K ﹤0.01%
4,331
1719
$94K ﹤0.01%
9,823
1720
$94K ﹤0.01%
1,855
1721
$94K ﹤0.01%
963
1722
$94K ﹤0.01%
5,296
1723
$94K ﹤0.01%
3,601
1724
$94K ﹤0.01%
2,068
1725
$93K ﹤0.01%
4,135