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
1776
$5K ﹤0.01%
+200
1777
$5K ﹤0.01%
154
-529
1778
$5K ﹤0.01%
+548
1779
$5K ﹤0.01%
+548
1780
$5K ﹤0.01%
50
+14
1781
$5K ﹤0.01%
98
-765
1782
$5K ﹤0.01%
502
-606
1783
$5K ﹤0.01%
199
-51,582
1784
$5K ﹤0.01%
+168
1785
$5K ﹤0.01%
74
-1,353
1786
$5K ﹤0.01%
140
-8,111
1787
$5K ﹤0.01%
204
-1,890
1788
$5K ﹤0.01%
372
-5,590
1789
$5K ﹤0.01%
300
-2,624
1790
$5K ﹤0.01%
374
-1,754
1791
$5K ﹤0.01%
101
-1,946
1792
$5K ﹤0.01%
500
-57
1793
$5K ﹤0.01%
1,110
-107
1794
$5K ﹤0.01%
110
-28,961
1795
$5K ﹤0.01%
115
-1,191
1796
$5K ﹤0.01%
246
+11
1797
$5K ﹤0.01%
400
1798
$5K ﹤0.01%
171
-6,914
1799
$5K ﹤0.01%
41
-632
1800
$5K ﹤0.01%
100
-1,846
70 71
72
73 74