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
1026
$41K 0.01%
925
-4,331
1027
$41K 0.01%
1,417
-22,171
1028
$41K 0.01%
184
-617
1029
$41K 0.01%
713
-51,250
1030
$41K 0.01%
1,515
-3,083
1031
$41K 0.01%
+49,015
1032
$40K 0.01%
165
-2,127
1033
$40K 0.01%
1,051
+149
1034
$40K 0.01%
714
-369
1035
$40K 0.01%
898
-1,815
1036
$40K 0.01%
1,120
-2,015
1037
$40K 0.01%
1,019
-3,426
1038
$40K 0.01%
953
-586
1039
$40K 0.01%
1,161
-387
1040
$40K 0.01%
459
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1041
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1,122
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1042
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315
-8,059
1043
$39K 0.01%
768
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1044
$39K 0.01%
1,365
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1045
$39K 0.01%
3,000
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1046
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1,446
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1047
$39K 0.01%
5,766
-18,099
1048
$39K 0.01%
+1,500
1049
$39K 0.01%
636
-5,885
1050
$39K 0.01%
2,796
-543
40 41
42
43 44