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
1701
$6K ﹤0.01%
198
-3,584
1702
$6K ﹤0.01%
+140
1703
$6K ﹤0.01%
132
-772
1704
$6K ﹤0.01%
264
+214
1705
$6K ﹤0.01%
262
+61
1706
$6K ﹤0.01%
213
-2,355
1707
$6K ﹤0.01%
+186
1708
$6K ﹤0.01%
257
-154
1709
$6K ﹤0.01%
860
-417
1710
$6K ﹤0.01%
120
1711
$6K ﹤0.01%
465
-3,254
1712
$6K ﹤0.01%
70
-564
1713
$6K ﹤0.01%
1,000
1714
$6K ﹤0.01%
138
-5,773
1715
$6K ﹤0.01%
281
-308
1716
$6K ﹤0.01%
243
1717
$6K ﹤0.01%
200
-165
1718
$6K ﹤0.01%
81
-209
1719
$6K ﹤0.01%
66
+58
1720
$6K ﹤0.01%
240
1721
$6K ﹤0.01%
87
-5
1722
$6K ﹤0.01%
996
-74
1723
$6K ﹤0.01%
85
-111
1724
$6K ﹤0.01%
+625
1725
$6K ﹤0.01%
+110
67 68
69
70 71