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
1276
$22K ﹤0.01%
744
1277
$22K ﹤0.01%
+615
1278
$22K ﹤0.01%
640
1279
$22K ﹤0.01%
400
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1280
$22K ﹤0.01%
182
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1281
$22K ﹤0.01%
234
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1282
$22K ﹤0.01%
500
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1283
$22K ﹤0.01%
1,061
+1,000
1284
$22K ﹤0.01%
+1,305
1285
$22K ﹤0.01%
396
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1286
$22K ﹤0.01%
492
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1287
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150
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1288
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500
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1289
$22K ﹤0.01%
498
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1290
$22K ﹤0.01%
1,483
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1291
$22K ﹤0.01%
639
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1292
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405
1293
$22K ﹤0.01%
1,200
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1294
$21K ﹤0.01%
161
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1295
$21K ﹤0.01%
266
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1296
$21K ﹤0.01%
970
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1297
$21K ﹤0.01%
625
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1298
$21K ﹤0.01%
4,022
+975
1299
$21K ﹤0.01%
4,200
-3,600
1300
$21K ﹤0.01%
431
-288
50 51
52
53 54