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
2276
$42K ﹤0.01%
667
2277
$42K ﹤0.01%
1,276
2278
$42K ﹤0.01%
500
2279
$42K ﹤0.01%
3,491
2280
$42K ﹤0.01%
408
2281
$42K ﹤0.01%
2,224
2282
$42K ﹤0.01%
872
2283
$42K ﹤0.01%
2,964
2284
$42K ﹤0.01%
6,884
2285
$42K ﹤0.01%
182
2286
$42K ﹤0.01%
2,201
2287
$42K ﹤0.01%
385
2288
$42K ﹤0.01%
625
2289
$42K ﹤0.01%
1,321
2290
$42K ﹤0.01%
518
2291
$42K ﹤0.01%
1,240
2292
$42K ﹤0.01%
1,727
2293
$42K ﹤0.01%
4,019
2294
$42K ﹤0.01%
809
2295
$42K ﹤0.01%
2,104
2296
$41K ﹤0.01%
1,216
2297
$41K ﹤0.01%
1,559
2298
$41K ﹤0.01%
1,671
2299
$41K ﹤0.01%
1,800
2300
$41K ﹤0.01%
1,745