IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
2251
$44K ﹤0.01%
467
2252
$44K ﹤0.01%
2,000
2253
$44K ﹤0.01%
1,984
2254
$44K ﹤0.01%
172
2255
$44K ﹤0.01%
603
2256
$44K ﹤0.01%
650
2257
$44K ﹤0.01%
908
2258
$44K ﹤0.01%
1,366
2259
$44K ﹤0.01%
711
2260
$44K ﹤0.01%
2,365
2261
$44K ﹤0.01%
2,241
2262
$43K ﹤0.01%
3,750
2263
$43K ﹤0.01%
2,100
2264
$43K ﹤0.01%
902
2265
$43K ﹤0.01%
1,360
2266
$43K ﹤0.01%
3,842
2267
$43K ﹤0.01%
2,135
2268
$43K ﹤0.01%
2
2269
$43K ﹤0.01%
1,070
2270
$43K ﹤0.01%
1,143
2271
$43K ﹤0.01%
340
2272
$43K ﹤0.01%
1,574
2273
$43K ﹤0.01%
1,052
2274
$43K ﹤0.01%
679
2275
$43K ﹤0.01%
334