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
1801
$85K ﹤0.01%
3,050
1802
$85K ﹤0.01%
2,079
1803
$85K ﹤0.01%
1,279
1804
$85K ﹤0.01%
3,377
1805
$84K ﹤0.01%
4,332
1806
$84K ﹤0.01%
1,358
1807
$84K ﹤0.01%
3,706
1808
$84K ﹤0.01%
765
1809
$84K ﹤0.01%
987
1810
$84K ﹤0.01%
3,426
1811
$83K ﹤0.01%
1,702
1812
$83K ﹤0.01%
743
1813
$83K ﹤0.01%
2,430
1814
$83K ﹤0.01%
1,980
1815
$82K ﹤0.01%
1,856
1816
$82K ﹤0.01%
2,859
1817
$82K ﹤0.01%
4,900
1818
$82K ﹤0.01%
1,137
1819
$82K ﹤0.01%
4,665
1820
$82K ﹤0.01%
8,678
1821
$82K ﹤0.01%
1,720
1822
$82K ﹤0.01%
1,403
1823
$81K ﹤0.01%
742
1824
$81K ﹤0.01%
1,414
1825
$81K ﹤0.01%
9,611