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
$732M
AUM Growth
-$905M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,102
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$5.12M
3
+$3.18M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.43M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.54M

Top Sells

1
+$22.2M
2
+$18.3M
3
+$16M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$14.5M
5
AMZN icon
Amazon
AMZN
+$12.9M

Sector Composition

1 Technology 6.2%
2 Financials 4.55%
3 Consumer Discretionary 4.33%
4 Communication Services 3.24%
5 Healthcare 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$73K 0.01%
8,420
-12,280
802
$73K 0.01%
344
-2,371
803
$73K 0.01%
2,819
-30,645
804
$72K 0.01%
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805
$72K 0.01%
254
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806
$72K 0.01%
2,100
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807
$72K 0.01%
2,990
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808
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4,690
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809
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810
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1,430
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811
$71K 0.01%
759
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812
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1,778
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813
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814
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111
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815
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1,295
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1,948
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510
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1,350
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$68K 0.01%
2,201
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824
$68K 0.01%
2,210
-264
825
$68K 0.01%
1,133
-1,217
31 32
33
34 35