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
1076
$37K 0.01%
746
-1,410
1077
$37K 0.01%
1,400
-1,500
1078
$37K 0.01%
+518
1079
$37K 0.01%
727
-25,154
1080
$37K 0.01%
300
-15,934
1081
$37K 0.01%
264
-721
1082
$37K 0.01%
1,930
-1,414
1083
$37K 0.01%
605
-750
1084
$36K ﹤0.01%
363
-1,523
1085
$36K ﹤0.01%
630
-4,522
1086
$36K ﹤0.01%
600
-23,622
1087
$36K ﹤0.01%
466
-1,250
1088
$36K ﹤0.01%
837
-3,969
1089
$36K ﹤0.01%
178
-110
1090
$35K ﹤0.01%
666
-1,271
1091
$35K ﹤0.01%
1,190
-3,402
1092
$35K ﹤0.01%
1,359
1093
$35K ﹤0.01%
1,210
-2,050
1094
$35K ﹤0.01%
2,574
-1,681
1095
$35K ﹤0.01%
1,041
+566
1096
$35K ﹤0.01%
975
-8,312
1097
$35K ﹤0.01%
710
-2,844
1098
$35K ﹤0.01%
486
+210
1099
$35K ﹤0.01%
422
-20,808
1100
$34K ﹤0.01%
1,567
-9,565
42 43
44
45 46