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
1826
$81K ﹤0.01%
3,065
1827
$81K ﹤0.01%
2,730
1828
$81K ﹤0.01%
3,017
1829
$81K ﹤0.01%
3,179
1830
$81K ﹤0.01%
3,596
1831
$80K ﹤0.01%
4,600
1832
$80K ﹤0.01%
50,000
1833
$80K ﹤0.01%
854
1834
$80K ﹤0.01%
11,395
1835
$80K ﹤0.01%
3,184
1836
$80K ﹤0.01%
1,350
1837
$79K ﹤0.01%
694
1838
$79K ﹤0.01%
5,522
1839
$79K ﹤0.01%
7,400
1840
$79K ﹤0.01%
1,490
1841
$79K ﹤0.01%
424
1842
$79K ﹤0.01%
1,767
1843
$79K ﹤0.01%
5,526
1844
$79K ﹤0.01%
3,552
1845
$79K ﹤0.01%
2,400
1846
$79K ﹤0.01%
4,573
1847
$79K ﹤0.01%
1,271
1848
$79K ﹤0.01%
1,112
1849
$79K ﹤0.01%
27,412
1850
$79K ﹤0.01%
1,289