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
3501
$9K ﹤0.01%
800
3502
$8K ﹤0.01%
1,000
3503
$8K ﹤0.01%
487
3504
$8K ﹤0.01%
1,835
3505
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200
3506
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132
3507
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175
3508
$8K ﹤0.01%
266
3509
$8K ﹤0.01%
212
3510
$8K ﹤0.01%
320
3511
$8K ﹤0.01%
659
3512
$8K ﹤0.01%
21
3513
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3514
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132
3515
$8K ﹤0.01%
27
3516
$8K ﹤0.01%
372
3517
$8K ﹤0.01%
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3518
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3519
$8K ﹤0.01%
60
3520
$8K ﹤0.01%
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3521
$8K ﹤0.01%
435
3522
$8K ﹤0.01%
10
3523
$8K ﹤0.01%
148
3524
$8K ﹤0.01%
300
3525
$8K ﹤0.01%
+417