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
1626
$9K ﹤0.01%
700
1627
$9K ﹤0.01%
68
-318
1628
$9K ﹤0.01%
+350
1629
$9K ﹤0.01%
164
-1,586
1630
$9K ﹤0.01%
+347
1631
$9K ﹤0.01%
179
-2,291
1632
$8K ﹤0.01%
3,924
-1
1633
$8K ﹤0.01%
582
-425
1634
$8K ﹤0.01%
1,445
+1,245
1635
$8K ﹤0.01%
338
+100
1636
$8K ﹤0.01%
129
-1,244
1637
$8K ﹤0.01%
100
-1,944
1638
$8K ﹤0.01%
2,831
-58
1639
$8K ﹤0.01%
600
-35
1640
$8K ﹤0.01%
63
-246
1641
$8K ﹤0.01%
193
-98
1642
$8K ﹤0.01%
411
+200
1643
$8K ﹤0.01%
200
+155
1644
$8K ﹤0.01%
400
1645
$8K ﹤0.01%
229
-1,369
1646
$8K ﹤0.01%
333
-559
1647
$8K ﹤0.01%
245
-824
1648
$8K ﹤0.01%
443
+168
1649
$8K ﹤0.01%
177
1650
$8K ﹤0.01%
350
64 65
66
67 68