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
2126
$53K ﹤0.01%
540
2127
$53K ﹤0.01%
2,073
2128
$53K ﹤0.01%
31,981
2129
$53K ﹤0.01%
923
2130
$53K ﹤0.01%
2,027
2131
$53K ﹤0.01%
437
2132
$53K ﹤0.01%
1,162
2133
$53K ﹤0.01%
3,300
2134
$53K ﹤0.01%
841
2135
$53K ﹤0.01%
690
2136
$52K ﹤0.01%
6,033
2137
$52K ﹤0.01%
1,727
2138
$52K ﹤0.01%
2,500
2139
$52K ﹤0.01%
642
2140
$52K ﹤0.01%
1,021
2141
$52K ﹤0.01%
3,239
2142
$52K ﹤0.01%
7,200
2143
$52K ﹤0.01%
1,609
2144
$52K ﹤0.01%
82
2145
$52K ﹤0.01%
879
2146
$52K ﹤0.01%
433
2147
$52K ﹤0.01%
720
2148
$52K ﹤0.01%
1,983
2149
$52K ﹤0.01%
2,000
2150
$52K ﹤0.01%
2,144