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
1026
$41K 0.01%
2,954
-1,460
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%
315
-8,059
1033
$40K 0.01%
1,120
-2,015
1034
$40K 0.01%
1,019
-3,426
1035
$40K 0.01%
953
-586
1036
$40K 0.01%
1,161
-387
1037
$40K 0.01%
165
-2,127
1038
$40K 0.01%
1,051
+149
1039
$40K 0.01%
459
-30,801
1040
$40K 0.01%
714
-369
1041
$40K 0.01%
898
-1,815
1042
$40K 0.01%
1,122
-1,645
1043
$39K 0.01%
768
-618
1044
$39K 0.01%
2,796
-543
1045
$39K 0.01%
258
-145
1046
$39K 0.01%
204
-1,818
1047
$39K 0.01%
1,365
-546
1048
$39K 0.01%
3,000
-200
1049
$39K 0.01%
1,446
-3,466
1050
$39K 0.01%
5,766
-18,099
40 41
42
43 44