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
1526
$11K ﹤0.01%
100
-100
1527
$11K ﹤0.01%
+935
1528
$11K ﹤0.01%
168
-986
1529
$11K ﹤0.01%
1,152
-7,584
1530
$11K ﹤0.01%
239
-2,360
1531
$11K ﹤0.01%
+825
1532
$11K ﹤0.01%
200
1533
$11K ﹤0.01%
510
-4,039
1534
$11K ﹤0.01%
1,000
1535
$11K ﹤0.01%
170
-1,494
1536
$11K ﹤0.01%
188
-560
1537
$11K ﹤0.01%
226
-164
1538
$11K ﹤0.01%
213
-3,059
1539
$11K ﹤0.01%
+408
1540
$11K ﹤0.01%
250
-128
1541
$10K ﹤0.01%
109
-14,484
1542
$10K ﹤0.01%
103
1543
$10K ﹤0.01%
269
-249
1544
$10K ﹤0.01%
75
-8
1545
$10K ﹤0.01%
400
1546
$10K ﹤0.01%
500
-621
1547
$10K ﹤0.01%
+279
1548
$10K ﹤0.01%
769
-9,216
1549
$10K ﹤0.01%
110
-992
1550
$10K ﹤0.01%
72
-1,064
60 61
62
63 64