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
1301
$21K ﹤0.01%
100
-634
1302
$21K ﹤0.01%
2,000
-209
1303
$21K ﹤0.01%
397
-225
1304
$21K ﹤0.01%
41
-32
1305
$21K ﹤0.01%
2,611
+1,351
1306
$21K ﹤0.01%
+945
1307
$21K ﹤0.01%
342
-913
1308
$21K ﹤0.01%
1,849
-4,635
1309
$21K ﹤0.01%
365
-8,092
1310
$21K ﹤0.01%
844
-14,701
1311
$21K ﹤0.01%
100
+26
1312
$21K ﹤0.01%
850
-1,126
1313
$21K ﹤0.01%
405
1314
$21K ﹤0.01%
+800
1315
$21K ﹤0.01%
1,720
1316
$21K ﹤0.01%
448
-768
1317
$20K ﹤0.01%
+1,064
1318
$20K ﹤0.01%
231
-1,070
1319
$20K ﹤0.01%
335
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1320
$20K ﹤0.01%
642
-1,641
1321
$20K ﹤0.01%
402
+102
1322
$20K ﹤0.01%
594
1323
$20K ﹤0.01%
497
-213
1324
$20K ﹤0.01%
650
-400
1325
$20K ﹤0.01%
433
-308
51 52
53
54 55