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
1651
$8K ﹤0.01%
80
1652
$8K ﹤0.01%
500
1653
$8K ﹤0.01%
+420
1654
$8K ﹤0.01%
14
-356
1655
$8K ﹤0.01%
900
-5,600
1656
$8K ﹤0.01%
+125
1657
$8K ﹤0.01%
449
-547
1658
$8K ﹤0.01%
400
1659
$8K ﹤0.01%
350
-1,905
1660
$8K ﹤0.01%
124
-382
1661
$8K ﹤0.01%
100
-194
1662
$8K ﹤0.01%
329
-344
1663
$8K ﹤0.01%
215
1664
$8K ﹤0.01%
3
1665
$8K ﹤0.01%
212
-8,532
1666
$8K ﹤0.01%
400
-250
1667
$8K ﹤0.01%
570
+335
1668
$8K ﹤0.01%
157
-1,682
1669
$8K ﹤0.01%
+266
1670
$8K ﹤0.01%
249
1671
$8K ﹤0.01%
+1,260
1672
$7K ﹤0.01%
38
-861
1673
$7K ﹤0.01%
86
-142
1674
$7K ﹤0.01%
400
-3,566
1675
$7K ﹤0.01%
1,679
65 66
67
68 69