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
1551
$10K ﹤0.01%
109
-14,484
1552
$10K ﹤0.01%
103
1553
$10K ﹤0.01%
269
-249
1554
$10K ﹤0.01%
75
-8
1555
$10K ﹤0.01%
400
1556
$10K ﹤0.01%
+279
1557
$10K ﹤0.01%
769
-9,216
1558
$10K ﹤0.01%
110
-992
1559
$10K ﹤0.01%
72
-1,064
1560
$10K ﹤0.01%
1,090
-1,185
1561
$10K ﹤0.01%
208
-1,636
1562
$10K ﹤0.01%
417
-5,016
1563
$10K ﹤0.01%
110
-207
1564
$10K ﹤0.01%
200
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1565
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669
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1566
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300
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1567
$10K ﹤0.01%
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1568
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25
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1569
$10K ﹤0.01%
77
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1570
$10K ﹤0.01%
213
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1571
$10K ﹤0.01%
111
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1572
$10K ﹤0.01%
93
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1573
$10K ﹤0.01%
274
-6,730
1574
$10K ﹤0.01%
195
-300
1575
$10K ﹤0.01%
153
-1,109
61 62
63
64 65