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
826
$68K 0.01%
1,642
-200
827
$68K 0.01%
9,430
-3,861
828
$68K 0.01%
1,125
-951
829
$67K 0.01%
10,137
+5,304
830
$67K 0.01%
2,342
+1,438
831
$67K 0.01%
2,477
-198
832
$66K 0.01%
1,530
-11,142
833
$66K 0.01%
+6,938
834
$66K 0.01%
711
-1,493
835
$66K 0.01%
878
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836
$66K 0.01%
331
-3,270
837
$66K 0.01%
1,402
-2,142
838
$66K 0.01%
2,200
+500
839
$65K 0.01%
1,064
-1,084
840
$65K 0.01%
1,735
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841
$65K 0.01%
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842
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1,281
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843
$64K 0.01%
4,070
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844
$64K 0.01%
1,543
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845
$64K 0.01%
1,924
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846
$64K 0.01%
2,633
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847
$64K 0.01%
630
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848
$64K 0.01%
3,065
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849
$64K 0.01%
1,326
-2,568
850
$64K 0.01%
221
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32 33
34
35 36