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
2226
$45K ﹤0.01%
1,136
2227
$45K ﹤0.01%
2,380
2228
$45K ﹤0.01%
2,000
2229
$45K ﹤0.01%
2,750
2230
$45K ﹤0.01%
694
2231
$45K ﹤0.01%
2,450
2232
$45K ﹤0.01%
1,862
2233
$45K ﹤0.01%
629
2234
$45K ﹤0.01%
3,110
2235
$45K ﹤0.01%
4,712
2236
$45K ﹤0.01%
1,985
2237
$45K ﹤0.01%
2,500
2238
$45K ﹤0.01%
714
2239
$45K ﹤0.01%
638
2240
$45K ﹤0.01%
1,320
2241
$45K ﹤0.01%
4,177
2242
$45K ﹤0.01%
7,560
2243
$45K ﹤0.01%
726
2244
$44K ﹤0.01%
603
2245
$44K ﹤0.01%
2,241
2246
$44K ﹤0.01%
5,317
2247
$44K ﹤0.01%
2,661
2248
$44K ﹤0.01%
3,165
2249
$44K ﹤0.01%
1,746
2250
$44K ﹤0.01%
1,949