IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
1476
$13K ﹤0.01%
+1,009
1477
$13K ﹤0.01%
+3,000
1478
$13K ﹤0.01%
243
-847
1479
$13K ﹤0.01%
103
-440
1480
$13K ﹤0.01%
18
-22
1481
$13K ﹤0.01%
6
-13
1482
$13K ﹤0.01%
500
-156
1483
$13K ﹤0.01%
+500
1484
$12K ﹤0.01%
+196
1485
$12K ﹤0.01%
189
-1,210
1486
$12K ﹤0.01%
422
-2,586
1487
$12K ﹤0.01%
429
1488
$12K ﹤0.01%
600
-469
1489
$12K ﹤0.01%
62
-712
1490
$12K ﹤0.01%
400
-1,849
1491
$12K ﹤0.01%
1,000
-1,580
1492
$12K ﹤0.01%
+452
1493
$12K ﹤0.01%
175
1494
$12K ﹤0.01%
1,000
1495
$12K ﹤0.01%
250
-821
1496
$12K ﹤0.01%
2,655
-255
1497
$12K ﹤0.01%
636
-1,496
1498
$12K ﹤0.01%
83
-814
1499
$12K ﹤0.01%
113
-214
1500
$12K ﹤0.01%
524
-1,545
58 59
60
61 62