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
3326
$11K ﹤0.01%
1,222
3327
$11K ﹤0.01%
43
3328
$11K ﹤0.01%
365
3329
$11K ﹤0.01%
4,000
3330
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3331
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3332
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300
3333
$11K ﹤0.01%
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3334
$11K ﹤0.01%
4
3335
$11K ﹤0.01%
22
3336
$11K ﹤0.01%
4
3337
$11K ﹤0.01%
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3338
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3339
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3340
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3341
$11K ﹤0.01%
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3342
$11K ﹤0.01%
+221
3343
$11K ﹤0.01%
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3344
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3345
$11K ﹤0.01%
600
3346
$11K ﹤0.01%
299
3347
$11K ﹤0.01%
520
3348
$11K ﹤0.01%
428
3349
$11K ﹤0.01%
38
3350
$11K ﹤0.01%
2,000