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
851
$64K 0.01%
2,779
-4,574
852
$64K 0.01%
3,924
-510
853
$64K 0.01%
5,458
-8,478
854
$64K 0.01%
620
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855
$63K 0.01%
628
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856
$63K 0.01%
+10,529
857
$63K 0.01%
2,637
-3,896
858
$62K 0.01%
4,732
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859
$62K 0.01%
1,336
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860
$62K 0.01%
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861
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1,400
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862
$62K 0.01%
835
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863
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595
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864
$62K 0.01%
2,700
865
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552
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871
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2,400
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$60K 0.01%
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873
$60K 0.01%
1,500
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874
$60K 0.01%
1,705
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875
$60K 0.01%
3,212
33 34
35
36 37