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
1326
$20K ﹤0.01%
61
-538
1327
$20K ﹤0.01%
488
-3,007
1328
$20K ﹤0.01%
1,740
-628
1329
$20K ﹤0.01%
424
-1,248
1330
$20K ﹤0.01%
+1,374
1331
$20K ﹤0.01%
800
-684
1332
$20K ﹤0.01%
446
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1333
$20K ﹤0.01%
1,440
1334
$20K ﹤0.01%
747
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1335
$20K ﹤0.01%
200
-659
1336
$20K ﹤0.01%
385
-611
1337
$20K ﹤0.01%
1,760
+860
1338
$20K ﹤0.01%
+2,000
1339
$19K ﹤0.01%
877
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1340
$19K ﹤0.01%
361
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1341
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828
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1342
$19K ﹤0.01%
154
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1343
$19K ﹤0.01%
358
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1344
$19K ﹤0.01%
314
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1345
$19K ﹤0.01%
1,500
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1346
$19K ﹤0.01%
3,085
-20,296
1347
$19K ﹤0.01%
1,340
-284
1348
$19K ﹤0.01%
474
-177
1349
$19K ﹤0.01%
400
-2,100
1350
$19K ﹤0.01%
386
-2,514
52 53
54
55 56