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
1276
$22K ﹤0.01%
405
1277
$22K ﹤0.01%
+615
1278
$22K ﹤0.01%
1,200
-1,062
1279
$22K ﹤0.01%
495
+277
1280
$22K ﹤0.01%
1,136
-4,928
1281
$22K ﹤0.01%
744
1282
$22K ﹤0.01%
+1,305
1283
$22K ﹤0.01%
396
-257
1284
$22K ﹤0.01%
492
-540
1285
$22K ﹤0.01%
150
-133
1286
$22K ﹤0.01%
500
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1287
$22K ﹤0.01%
640
1288
$22K ﹤0.01%
400
-938
1289
$22K ﹤0.01%
182
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1290
$22K ﹤0.01%
498
-3,028
1291
$22K ﹤0.01%
234
-19,091
1292
$22K ﹤0.01%
500
+195
1293
$22K ﹤0.01%
1,061
+1,000
1294
$21K ﹤0.01%
161
-139
1295
$21K ﹤0.01%
4,022
+975
1296
$21K ﹤0.01%
266
-846
1297
$21K ﹤0.01%
4,200
-3,600
1298
$21K ﹤0.01%
431
-288
1299
$21K ﹤0.01%
100
-634
1300
$21K ﹤0.01%
970
-280
50 51
52
53 54