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
1801
$5K ﹤0.01%
+1,600
1802
$5K ﹤0.01%
+230
1803
$5K ﹤0.01%
+72
1804
$5K ﹤0.01%
325
1805
$5K ﹤0.01%
38
-1,086
1806
$5K ﹤0.01%
424
-8,982
1807
$5K ﹤0.01%
80
-50,870
1808
$5K ﹤0.01%
41
-424
1809
$5K ﹤0.01%
89
-148
1810
$5K ﹤0.01%
84
-2,802
1811
$5K ﹤0.01%
116
-45
1812
$5K ﹤0.01%
300
-6,695
1813
$5K ﹤0.01%
37
-65
1814
$5K ﹤0.01%
459
-3,351
1815
$5K ﹤0.01%
119
-544
1816
$5K ﹤0.01%
118
-18,369
1817
$5K ﹤0.01%
600
+500
1818
$5K ﹤0.01%
1,397
1819
$5K ﹤0.01%
139
-301
1820
$5K ﹤0.01%
52
-7,164
1821
$5K ﹤0.01%
203
-17
1822
$5K ﹤0.01%
56
-1,422
1823
$5K ﹤0.01%
58
1824
$5K ﹤0.01%
58
-89
1825
$5K ﹤0.01%
112
-1,608
71 72
73
74 75