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
1451
$13K ﹤0.01%
287
-193
1452
$13K ﹤0.01%
421
-14,810
1453
$13K ﹤0.01%
1,733
-2,253
1454
$13K ﹤0.01%
+360
1455
$13K ﹤0.01%
800
-1,126
1456
$13K ﹤0.01%
635
-2,365
1457
$13K ﹤0.01%
578
-146
1458
$13K ﹤0.01%
300
+100
1459
$13K ﹤0.01%
+267
1460
$13K ﹤0.01%
709
-1,029
1461
$13K ﹤0.01%
1,000
-116,504
1462
$13K ﹤0.01%
273
-124
1463
$13K ﹤0.01%
295
+195
1464
$13K ﹤0.01%
300
-2,262
1465
$13K ﹤0.01%
446
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1466
$13K ﹤0.01%
1,240
-1,961
1467
$13K ﹤0.01%
219
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1468
$13K ﹤0.01%
+249
1469
$13K ﹤0.01%
1,012
+39
1470
$13K ﹤0.01%
+740
1471
$13K ﹤0.01%
177
-168
1472
$13K ﹤0.01%
326
-106
1473
$13K ﹤0.01%
315
-325
1474
$13K ﹤0.01%
350
-23,858
1475
$13K ﹤0.01%
235
-48,646
57 58
59
60 61