IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
901
$57K 0.01%
953
-3,272
902
$56K 0.01%
5,640
-3,005
903
$56K 0.01%
1,087
+306
904
$56K 0.01%
388
-532
905
$56K 0.01%
3,570
-10,094
906
$56K 0.01%
687
-54
907
$56K 0.01%
1,012
-6,159
908
$55K 0.01%
6,600
-13,604
909
$55K 0.01%
4,700
-33,568
910
$55K 0.01%
2,587
-2,902
911
$55K 0.01%
4,341
-13,658
912
$55K 0.01%
+2,300
913
$55K 0.01%
1,472
-4,620
914
$55K 0.01%
+2,448
915
$54K 0.01%
525
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916
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386
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739
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918
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1,365
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919
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1,598
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920
$54K 0.01%
647
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921
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1,786
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922
$54K 0.01%
4,700
-4,276
923
$53K 0.01%
745
-3,022
924
$53K 0.01%
1,750
925
$53K 0.01%
5,507
35 36
37
38 39