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
976
$47K 0.01%
1,189
-10,789
977
$46K 0.01%
1,784
-1,021
978
$46K 0.01%
1,044
+715
979
$46K 0.01%
1,610
980
$46K 0.01%
732
-2,603
981
$46K 0.01%
800
-7,242
982
$46K 0.01%
831
-9,126
983
$46K 0.01%
526
-1,297
984
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2,758
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985
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4,200
-1,000
986
$46K 0.01%
2,606
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987
$45K 0.01%
1,249
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988
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1,973
-15,897
989
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697
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990
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4,294
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998
$44K 0.01%
1,872
-7,504
999
$44K 0.01%
632
-1,698
1000
$44K 0.01%
+3,653
38 39
40
41 42