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
1576
$120K ﹤0.01%
3,789
1577
$120K ﹤0.01%
6,166
1578
$120K ﹤0.01%
3,581
1579
$119K ﹤0.01%
4,602
1580
$119K ﹤0.01%
5,056
1581
$119K ﹤0.01%
19,568
1582
$119K ﹤0.01%
2,443
1583
$118K ﹤0.01%
3,539
1584
$118K ﹤0.01%
4,755
1585
$118K ﹤0.01%
1,365
1586
$118K ﹤0.01%
5,523
1587
$118K ﹤0.01%
2,940
1588
$117K ﹤0.01%
3,040
1589
$117K ﹤0.01%
4,617
1590
$117K ﹤0.01%
1,618
1591
$117K ﹤0.01%
1,065
1592
$116K ﹤0.01%
13,631
1593
$116K ﹤0.01%
1,651
1594
$116K ﹤0.01%
5,140
1595
$116K ﹤0.01%
1,906
1596
$116K ﹤0.01%
3,433
1597
$116K ﹤0.01%
3,699
1598
$115K ﹤0.01%
3,856
1599
$115K ﹤0.01%
7,177
1600
$115K ﹤0.01%
4,858