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
1601
$9K ﹤0.01%
147
-281
1602
$9K ﹤0.01%
111
-5,232
1603
$9K ﹤0.01%
146
1604
$9K ﹤0.01%
164
1605
$9K ﹤0.01%
111
-8,186
1606
$9K ﹤0.01%
542
+257
1607
$9K ﹤0.01%
610
-21,069
1608
$9K ﹤0.01%
2,633
-10,027
1609
$9K ﹤0.01%
450
-5,314
1610
$9K ﹤0.01%
142
-1,203
1611
$9K ﹤0.01%
100
-311
1612
$9K ﹤0.01%
1,000
-6,860
1613
$9K ﹤0.01%
293
-273
1614
$9K ﹤0.01%
1,293
1615
$9K ﹤0.01%
150
-325
1616
$9K ﹤0.01%
91
-578
1617
$9K ﹤0.01%
200
-40
1618
$9K ﹤0.01%
152
+36
1619
$9K ﹤0.01%
124
-1,326
1620
$9K ﹤0.01%
54
+21
1621
$9K ﹤0.01%
151
-21
1622
$9K ﹤0.01%
587
-306
1623
$9K ﹤0.01%
620
-4,678
1624
$9K ﹤0.01%
227
1625
$9K ﹤0.01%
+1,833
63 64
65
66 67