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
1426
$14K ﹤0.01%
1,140
-864
1427
$14K ﹤0.01%
145
-466
1428
$14K ﹤0.01%
900
-2,554
1429
$14K ﹤0.01%
484
-2,176
1430
$14K ﹤0.01%
74
-152
1431
$14K ﹤0.01%
679
1432
$14K ﹤0.01%
637
+500
1433
$14K ﹤0.01%
276
-3,257
1434
$14K ﹤0.01%
153
-709
1435
$14K ﹤0.01%
300
-858
1436
$14K ﹤0.01%
180
-2,071
1437
$14K ﹤0.01%
150
-2,757
1438
$14K ﹤0.01%
236
-2,133
1439
$14K ﹤0.01%
2,203
-4,652
1440
$14K ﹤0.01%
475
1441
$14K ﹤0.01%
201
-3,873
1442
$14K ﹤0.01%
1,965
-2
1443
$14K ﹤0.01%
+432
1444
$14K ﹤0.01%
1,015
1445
$14K ﹤0.01%
+600
1446
$14K ﹤0.01%
1,556
+41
1447
$14K ﹤0.01%
728
-4,706
1448
$13K ﹤0.01%
94
-269
1449
$13K ﹤0.01%
239
+137
1450
$13K ﹤0.01%
18
-22
56 57
58
59 60