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
2351
$38K ﹤0.01%
641
2352
$38K ﹤0.01%
1,287
2353
$38K ﹤0.01%
229
2354
$38K ﹤0.01%
4,555
2355
$38K ﹤0.01%
1,612
2356
$38K ﹤0.01%
1,531
2357
$38K ﹤0.01%
3,980
2358
$38K ﹤0.01%
1,606
2359
$38K ﹤0.01%
1,437
2360
$38K ﹤0.01%
100
2361
$38K ﹤0.01%
1,209
2362
$38K ﹤0.01%
2,644
2363
$38K ﹤0.01%
1,209
2364
$38K ﹤0.01%
2,069
2365
$38K ﹤0.01%
40
2366
$38K ﹤0.01%
1,252
2367
$38K ﹤0.01%
1,452
2368
$37K ﹤0.01%
798
2369
$37K ﹤0.01%
3,225
2370
$37K ﹤0.01%
2,094
2371
$37K ﹤0.01%
792
2372
$37K ﹤0.01%
500
2373
$37K ﹤0.01%
734
2374
$37K ﹤0.01%
1,945
2375
$37K ﹤0.01%
703