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
2026
$60K ﹤0.01%
1,564
2027
$60K ﹤0.01%
4,182
2028
$60K ﹤0.01%
2,676
2029
$60K ﹤0.01%
1,244
2030
$60K ﹤0.01%
2,342
2031
$60K ﹤0.01%
3,282
2032
$60K ﹤0.01%
3,548
2033
$59K ﹤0.01%
1,210
2034
$59K ﹤0.01%
2,124
2035
$59K ﹤0.01%
2,371
2036
$59K ﹤0.01%
2,000
2037
$59K ﹤0.01%
1,570
2038
$59K ﹤0.01%
1,290
2039
$59K ﹤0.01%
1,553
2040
$59K ﹤0.01%
1,416
2041
$59K ﹤0.01%
2,550
2042
$59K ﹤0.01%
612
2043
$59K ﹤0.01%
3,800
2044
$59K ﹤0.01%
8,507
2045
$59K ﹤0.01%
334
2046
$59K ﹤0.01%
524
2047
$59K ﹤0.01%
689
2048
$59K ﹤0.01%
741
2049
$59K ﹤0.01%
52
2050
$59K ﹤0.01%
18,000