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
1776
$88K ﹤0.01%
348
1777
$87K ﹤0.01%
7,729
1778
$87K ﹤0.01%
25,000
1779
$87K ﹤0.01%
6,633
1780
$87K ﹤0.01%
2,170
1781
$87K ﹤0.01%
5,500
1782
$87K ﹤0.01%
1,578
1783
$87K ﹤0.01%
4,469
1784
$87K ﹤0.01%
3,036
1785
$87K ﹤0.01%
593
1786
$86K ﹤0.01%
3,078
1787
$86K ﹤0.01%
3,406
1788
$86K ﹤0.01%
3,151
1789
$86K ﹤0.01%
807
1790
$86K ﹤0.01%
7,188
1791
$86K ﹤0.01%
4,857
1792
$86K ﹤0.01%
2,594
1793
$86K ﹤0.01%
3,600
1794
$86K ﹤0.01%
9,538
1795
$86K ﹤0.01%
4,405
1796
$86K ﹤0.01%
911
1797
$86K ﹤0.01%
733
1798
$86K ﹤0.01%
1,158
1799
$86K ﹤0.01%
2,001
1800
$86K ﹤0.01%
1,445