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
2201
$48K ﹤0.01%
651
2202
$48K ﹤0.01%
1,335
2203
$48K ﹤0.01%
1,278
2204
$47K ﹤0.01%
1,184
2205
$47K ﹤0.01%
1,785
2206
$47K ﹤0.01%
790
2207
$47K ﹤0.01%
974
2208
$47K ﹤0.01%
1,638
2209
$47K ﹤0.01%
4,157
2210
$47K ﹤0.01%
1,666
2211
$47K ﹤0.01%
3,600
2212
$47K ﹤0.01%
1,056
2213
$47K ﹤0.01%
1,535
2214
$46K ﹤0.01%
1,450
2215
$46K ﹤0.01%
3,175
2216
$46K ﹤0.01%
817
2217
$46K ﹤0.01%
63
2218
$46K ﹤0.01%
686
2219
$46K ﹤0.01%
4,036
2220
$46K ﹤0.01%
609
2221
$46K ﹤0.01%
1,325
2222
$45K ﹤0.01%
512
2223
$45K ﹤0.01%
2,970
2224
$45K ﹤0.01%
753
2225
$45K ﹤0.01%
767