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
1351
$18K ﹤0.01%
700
-682
1352
$18K ﹤0.01%
1,185
1353
$18K ﹤0.01%
108
-292
1354
$18K ﹤0.01%
716
-4,434
1355
$18K ﹤0.01%
339
+140
1356
$18K ﹤0.01%
+590
1357
$18K ﹤0.01%
18
-61
1358
$18K ﹤0.01%
150
-250
1359
$18K ﹤0.01%
897
+448
1360
$18K ﹤0.01%
351
-2,163
1361
$18K ﹤0.01%
1,780
-23,249
1362
$18K ﹤0.01%
+965
1363
$18K ﹤0.01%
550
-36,270
1364
$18K ﹤0.01%
524
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1365
$18K ﹤0.01%
377
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1366
$18K ﹤0.01%
1,500
1367
$18K ﹤0.01%
+700
1368
$18K ﹤0.01%
275
-38
1369
$18K ﹤0.01%
232
-17,593
1370
$18K ﹤0.01%
6,575
+4,200
1371
$18K ﹤0.01%
+728
1372
$17K ﹤0.01%
1,725
-86
1373
$17K ﹤0.01%
275
-355
1374
$17K ﹤0.01%
1,285
-2,478
1375
$17K ﹤0.01%
1,663
-6,578
53 54
55
56 57