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
1751
$6K ﹤0.01%
1,045
-3,466
1752
$6K ﹤0.01%
+250
1753
$6K ﹤0.01%
2,000
1754
$6K ﹤0.01%
+245
1755
$6K ﹤0.01%
350
-1,285
1756
$6K ﹤0.01%
1,250
-19
1757
$6K ﹤0.01%
+696
1758
$6K ﹤0.01%
30
-119
1759
$5K ﹤0.01%
100
-100
1760
$5K ﹤0.01%
500
-7,526
1761
$5K ﹤0.01%
90
-9,647
1762
$5K ﹤0.01%
+120
1763
$5K ﹤0.01%
32
-74
1764
$5K ﹤0.01%
475
-1,296
1765
– –
0
1766
$5K ﹤0.01%
282
+85
1767
$5K ﹤0.01%
97
-913
1768
$5K ﹤0.01%
8,000
+4,250
1769
$5K ﹤0.01%
75
+51
1770
$5K ﹤0.01%
400
-4,815
1771
$5K ﹤0.01%
225
1772
$5K ﹤0.01%
250
-325
1773
$5K ﹤0.01%
+200
1774
$5K ﹤0.01%
+202
1775
$5K ﹤0.01%
127
-2,282
69 70
71
72 73