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
926
$53K 0.01%
1,750
927
$53K 0.01%
1,882
-4,400
928
$53K 0.01%
1,048
+998
929
$53K 0.01%
559
-763
930
$53K 0.01%
500
931
$52K 0.01%
1,050
-28,815
932
$52K 0.01%
2,322
-136
933
$52K 0.01%
856
+559
934
$52K 0.01%
+2,059
935
$52K 0.01%
1,799
-630
936
$52K 0.01%
1,259
-884
937
$52K 0.01%
8,127
-583
938
$52K 0.01%
1,421
+780
939
$52K 0.01%
1,782
-12,352
940
$52K 0.01%
9,100
-3,000
941
$51K 0.01%
1,677
-5,722
942
$51K 0.01%
874
-322
943
$51K 0.01%
2,385
944
$51K 0.01%
2,565
-9,034
945
$51K 0.01%
+3,929
946
$51K 0.01%
1,623
-4,914
947
$51K 0.01%
365
-615
948
$51K 0.01%
2,153
+1,460
949
$51K 0.01%
1,395
-3,598
950
$51K 0.01%
499
+3
36 37
38
39 40