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
1201
$26K ﹤0.01%
6,442
+2,614
1202
$26K ﹤0.01%
700
1203
$26K ﹤0.01%
213
-893
1204
$26K ﹤0.01%
408
-292
1205
$26K ﹤0.01%
525
-2,231
1206
$26K ﹤0.01%
1,240
-500
1207
$26K ﹤0.01%
844
-2,080
1208
$26K ﹤0.01%
2,000
-1,000
1209
$26K ﹤0.01%
2,002
-1,836
1210
$26K ﹤0.01%
1,000
1211
$26K ﹤0.01%
1,756
-8,599
1212
$26K ﹤0.01%
247
-499
1213
$26K ﹤0.01%
154
-158
1214
$26K ﹤0.01%
2,046
+27
1215
$26K ﹤0.01%
286
-511
1216
$26K ﹤0.01%
1,380
1217
$26K ﹤0.01%
1,300
-13,892
1218
$25K ﹤0.01%
750
-33,876
1219
$25K ﹤0.01%
805
-199
1220
$25K ﹤0.01%
415
-11,437
1221
$25K ﹤0.01%
287
-277
1222
$25K ﹤0.01%
210
-2,998
1223
$25K ﹤0.01%
176
-4,178
1224
$25K ﹤0.01%
1,136
-112
1225
$25K ﹤0.01%
1,502
-8,579
47 48
49
50 51