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
2401
$36K ﹤0.01%
2,347
2402
$36K ﹤0.01%
917
2403
$36K ﹤0.01%
364
2404
$36K ﹤0.01%
309
2405
$36K ﹤0.01%
761
2406
$35K ﹤0.01%
1,775
2407
$35K ﹤0.01%
460
2408
$35K ﹤0.01%
720
2409
$35K ﹤0.01%
736
2410
$35K ﹤0.01%
469
2411
$35K ﹤0.01%
697
2412
$35K ﹤0.01%
1,365
2413
$35K ﹤0.01%
587
2414
$35K ﹤0.01%
612
2415
$35K ﹤0.01%
321
2416
$35K ﹤0.01%
1,095
2417
$35K ﹤0.01%
502
2418
$35K ﹤0.01%
902
2419
$35K ﹤0.01%
798
2420
$35K ﹤0.01%
876
2421
$35K ﹤0.01%
1,327
2422
$35K ﹤0.01%
1,122
2423
$35K ﹤0.01%
3,786
2424
$35K ﹤0.01%
1,500
2425
$34K ﹤0.01%
173