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
1751
$91K ﹤0.01%
3,543
1752
$90K ﹤0.01%
431
1753
$90K ﹤0.01%
7,265
1754
$90K ﹤0.01%
303
1755
$90K ﹤0.01%
1,516
1756
$90K ﹤0.01%
4,619
1757
$90K ﹤0.01%
1,407
1758
$90K ﹤0.01%
3,257
1759
$90K ﹤0.01%
1,348
1760
$89K ﹤0.01%
1,770
1761
$89K ﹤0.01%
2,213
1762
$89K ﹤0.01%
14,863
1763
$89K ﹤0.01%
3,042
1764
$89K ﹤0.01%
3,095
1765
$89K ﹤0.01%
1,727
1766
$89K ﹤0.01%
493
1767
$89K ﹤0.01%
981
1768
$89K ﹤0.01%
2,536
1769
$89K ﹤0.01%
323
1770
$88K ﹤0.01%
3,806
1771
$88K ﹤0.01%
1,680
1772
$88K ﹤0.01%
2,398
1773
$88K ﹤0.01%
7,600
1774
$88K ﹤0.01%
2,082
1775
$88K ﹤0.01%
1,813