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
2326
$39K ﹤0.01%
2,300
2327
$39K ﹤0.01%
497
2328
$39K ﹤0.01%
435
2329
$39K ﹤0.01%
1,185
2330
$39K ﹤0.01%
329
2331
$39K ﹤0.01%
1,577
2332
$39K ﹤0.01%
745
2333
$39K ﹤0.01%
1,670
2334
$39K ﹤0.01%
1,570
2335
$39K ﹤0.01%
2,003
2336
$39K ﹤0.01%
1,081
2337
$39K ﹤0.01%
169
2338
$39K ﹤0.01%
1,807
2339
$39K ﹤0.01%
511
2340
$39K ﹤0.01%
1,585
2341
$39K ﹤0.01%
704
2342
$39K ﹤0.01%
668
2343
$39K ﹤0.01%
2,588
2344
$38K ﹤0.01%
2,026
2345
$38K ﹤0.01%
216
2346
$38K ﹤0.01%
3,700
2347
$38K ﹤0.01%
600
2348
$38K ﹤0.01%
4,000
2349
$38K ﹤0.01%
2,033
2350
$38K ﹤0.01%
710