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
1501
$12K ﹤0.01%
226
-10,421
1502
$12K ﹤0.01%
400
+288
1503
$12K ﹤0.01%
+376
1504
$12K ﹤0.01%
205
-13,120
1505
$12K ﹤0.01%
469
-2,939
1506
$12K ﹤0.01%
205
-254
1507
– –
0
1508
$12K ﹤0.01%
490
-341
1509
$12K ﹤0.01%
315
-1,236
1510
$12K ﹤0.01%
+500
1511
$12K ﹤0.01%
94
+59
1512
$11K ﹤0.01%
507
1513
$11K ﹤0.01%
132
-748
1514
$11K ﹤0.01%
1,122
-414
1515
$11K ﹤0.01%
+446
1516
$11K ﹤0.01%
+25
1517
$11K ﹤0.01%
+450
1518
$11K ﹤0.01%
886
-10,459
1519
$11K ﹤0.01%
164
-738
1520
$11K ﹤0.01%
800
-28,200
1521
$11K ﹤0.01%
+380
1522
$11K ﹤0.01%
220
-11,316
1523
$11K ﹤0.01%
538
1524
$11K ﹤0.01%
252
-2,743
1525
$11K ﹤0.01%
113
-256
59 60
61
62 63