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
1576
$10K ﹤0.01%
400
-1,820
1577
$10K ﹤0.01%
+400
1578
$10K ﹤0.01%
3,864
1579
$10K ﹤0.01%
607
-3,636
1580
$10K ﹤0.01%
400
-3,216
1581
$10K ﹤0.01%
766
-3,921
1582
$10K ﹤0.01%
222
-2,620
1583
$10K ﹤0.01%
174
1584
$10K ﹤0.01%
500
-400
1585
$10K ﹤0.01%
196
-260
1586
$10K ﹤0.01%
+315
1587
$10K ﹤0.01%
229
1588
$10K ﹤0.01%
461
-10,166
1589
$10K ﹤0.01%
+405
1590
$10K ﹤0.01%
+400
1591
$9K ﹤0.01%
+429
1592
$9K ﹤0.01%
710
-113
1593
$9K ﹤0.01%
400
1594
$9K ﹤0.01%
365
-398
1595
$9K ﹤0.01%
647
-575
1596
$9K ﹤0.01%
400
-2,611
1597
$9K ﹤0.01%
109
+1
1598
$9K ﹤0.01%
800
-2,508
1599
$9K ﹤0.01%
397
-1,014
1600
$9K ﹤0.01%
64
-258
62 63
64
65 66