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
2376
$37K ﹤0.01%
2,813
2377
$37K ﹤0.01%
2,930
2378
$37K ﹤0.01%
1,356
2379
$37K ﹤0.01%
716
2380
$37K ﹤0.01%
800
2381
$37K ﹤0.01%
792
2382
$37K ﹤0.01%
500
2383
$37K ﹤0.01%
734
2384
$37K ﹤0.01%
2,397
2385
$37K ﹤0.01%
356
2386
$37K ﹤0.01%
318
2387
$37K ﹤0.01%
1,604
2388
$37K ﹤0.01%
1,945
2389
$37K ﹤0.01%
703
2390
$36K ﹤0.01%
6,737
2391
$36K ﹤0.01%
579
2392
$36K ﹤0.01%
724
2393
$36K ﹤0.01%
5,751
2394
$36K ﹤0.01%
1,861
2395
$36K ﹤0.01%
321
2396
$36K ﹤0.01%
2,424
2397
$36K ﹤0.01%
1,763
2398
$36K ﹤0.01%
516
2399
$36K ﹤0.01%
1,507
2400
$36K ﹤0.01%
2,347