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
2426
$34K ﹤0.01%
241
2427
$34K ﹤0.01%
1,800
2428
$34K ﹤0.01%
659
2429
$34K ﹤0.01%
211
2430
$34K ﹤0.01%
1,015
2431
$34K ﹤0.01%
548
2432
$34K ﹤0.01%
1,471
2433
$34K ﹤0.01%
538
2434
$34K ﹤0.01%
701
2435
$34K ﹤0.01%
2,511
2436
$34K ﹤0.01%
2,243
2437
$34K ﹤0.01%
354
2438
$34K ﹤0.01%
1,510
2439
$34K ﹤0.01%
636
2440
$34K ﹤0.01%
1,433
2441
$34K ﹤0.01%
780
2442
$34K ﹤0.01%
1,517
2443
$34K ﹤0.01%
409
2444
$34K ﹤0.01%
946
2445
$34K ﹤0.01%
205
2446
$33K ﹤0.01%
1,490
2447
$33K ﹤0.01%
1,273
2448
$33K ﹤0.01%
1,665
2449
$33K ﹤0.01%
3,100
2450
$33K ﹤0.01%
440