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
2626
$26K ﹤0.01%
556
2627
$26K ﹤0.01%
101
2628
$26K ﹤0.01%
499
2629
$26K ﹤0.01%
1,642
2630
$26K ﹤0.01%
760
2631
$26K ﹤0.01%
447
2632
$26K ﹤0.01%
187
2633
$26K ﹤0.01%
368
2634
$26K ﹤0.01%
1,318
2635
$26K ﹤0.01%
694
2636
$26K ﹤0.01%
499
2637
$26K ﹤0.01%
810
2638
$26K ﹤0.01%
340
2639
$26K ﹤0.01%
2,417
2640
$26K ﹤0.01%
1,000
2641
$26K ﹤0.01%
905
2642
$26K ﹤0.01%
1,044
2643
$26K ﹤0.01%
1,249
2644
$26K ﹤0.01%
656
2645
$26K ﹤0.01%
404
2646
$26K ﹤0.01%
288
2647
$26K ﹤0.01%
630
2648
$26K ﹤0.01%
530
2649
$26K ﹤0.01%
313
2650
$26K ﹤0.01%
132