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
1826
$5K ﹤0.01%
186
-696
1827
$5K ﹤0.01%
54
+8
1828
$5K ﹤0.01%
80
-114
1829
$5K ﹤0.01%
2,000
-2,259
1830
$5K ﹤0.01%
58
-180
1831
$4K ﹤0.01%
67
1832
$4K ﹤0.01%
4
-550
1833
$4K ﹤0.01%
83
-509
1834
$4K ﹤0.01%
+325
1835
$4K ﹤0.01%
114
1836
$4K ﹤0.01%
19
-53,600
1837
$4K ﹤0.01%
300
1838
$4K ﹤0.01%
72
-216
1839
$4K ﹤0.01%
161
-1,753
1840
$4K ﹤0.01%
+250
1841
$4K ﹤0.01%
261
1842
$4K ﹤0.01%
37
-178
1843
$4K ﹤0.01%
68
-525
1844
$4K ﹤0.01%
55
-174
1845
$4K ﹤0.01%
50
-1,942
1846
$4K ﹤0.01%
47
-883
1847
$4K ﹤0.01%
+100
1848
$4K ﹤0.01%
+200
1849
$4K ﹤0.01%
438
+222
1850
$4K ﹤0.01%
325
-6,294
72 73
74
75 76