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
1051
$39K 0.01%
258
-145
1052
$39K 0.01%
204
-1,818
1053
$39K 0.01%
2,714
-4,115
1054
$38K 0.01%
2,138
-43,076
1055
$38K 0.01%
1,250
-40,383
1056
$38K 0.01%
1,550
-7,855
1057
$38K 0.01%
1,060
-899
1058
$38K 0.01%
915
-3,700
1059
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1,000
-523
1060
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191
-333
1061
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250
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1062
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992
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1063
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3,343
+2,000
1064
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1,228
-4,783
1065
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682
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732
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4,503
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717
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305
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1075
$37K 0.01%
640
-422
41 42
43
44 45