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
1426
$156K 0.01%
4,903
1427
$155K 0.01%
6,808
1428
$155K 0.01%
3,005
1429
$155K 0.01%
4,474
1430
$155K 0.01%
5,332
1431
$155K 0.01%
3,411
1432
$155K 0.01%
1,508
1433
$155K 0.01%
1,143
1434
$154K ﹤0.01%
6,183
1435
$154K ﹤0.01%
5,199
1436
$154K ﹤0.01%
4,900
1437
$154K ﹤0.01%
6,652
1438
$154K ﹤0.01%
6,072
1439
$154K ﹤0.01%
7,402
1440
$154K ﹤0.01%
5,027
1441
$153K ﹤0.01%
990
1442
$153K ﹤0.01%
4,673
1443
$153K ﹤0.01%
2,907
1444
$153K ﹤0.01%
1,850
1445
$153K ﹤0.01%
4,913
1446
$153K ﹤0.01%
749
1447
$152K ﹤0.01%
2,935
1448
$152K ﹤0.01%
17,926
1449
$152K ﹤0.01%
5,376
1450
$151K ﹤0.01%
2,369