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
2451
$33K ﹤0.01%
2,846
2452
$33K ﹤0.01%
2,139
2453
$33K ﹤0.01%
495
2454
$33K ﹤0.01%
266
2455
$33K ﹤0.01%
617
2456
$33K ﹤0.01%
375
2457
$33K ﹤0.01%
2,307
2458
$33K ﹤0.01%
594
2459
$33K ﹤0.01%
1,033
2460
$33K ﹤0.01%
4,597
2461
$33K ﹤0.01%
54
2462
$33K ﹤0.01%
288
2463
$33K ﹤0.01%
1,289
2464
$33K ﹤0.01%
1,067
2465
$33K ﹤0.01%
521
2466
$33K ﹤0.01%
827
2467
$33K ﹤0.01%
1,109
2468
$33K ﹤0.01%
750
2469
$33K ﹤0.01%
300
2470
$33K ﹤0.01%
272
2471
$33K ﹤0.01%
760
2472
$33K ﹤0.01%
408
2473
$33K ﹤0.01%
214
2474
$33K ﹤0.01%
11
2475
$33K ﹤0.01%
544