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
2301
$41K ﹤0.01%
1,745
2302
$41K ﹤0.01%
2,320
2303
$41K ﹤0.01%
805
2304
$41K ﹤0.01%
484
2305
$41K ﹤0.01%
1,600
2306
$41K ﹤0.01%
1,440
2307
$41K ﹤0.01%
1,368
2308
$40K ﹤0.01%
724
2309
$40K ﹤0.01%
1,463
2310
$40K ﹤0.01%
175
2311
$40K ﹤0.01%
822
2312
$40K ﹤0.01%
4,429
2313
$40K ﹤0.01%
434
2314
$40K ﹤0.01%
4,000
2315
$40K ﹤0.01%
356
2316
$40K ﹤0.01%
2,149
2317
$40K ﹤0.01%
1,604
2318
$40K ﹤0.01%
606
2319
$40K ﹤0.01%
214
2320
$40K ﹤0.01%
1,399
2321
$40K ﹤0.01%
466
2322
$40K ﹤0.01%
1,426
2323
$40K ﹤0.01%
5
2324
$40K ﹤0.01%
1,487
2325
$39K ﹤0.01%
1,919
+959