IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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%
+548
1827
$5K ﹤0.01%
+548
1828
$5K ﹤0.01%
50
+14
1829
$5K ﹤0.01%
199
-51,582
1830
$5K ﹤0.01%
+168
1831
$4K ﹤0.01%
+179
1832
$4K ﹤0.01%
+200
1833
$4K ﹤0.01%
500
1834
$4K ﹤0.01%
19
-53,600
1835
$4K ﹤0.01%
325
-6,294
1836
$4K ﹤0.01%
54
-46
1837
$4K ﹤0.01%
83
-509
1838
$4K ﹤0.01%
+325
1839
$4K ﹤0.01%
114
1840
$4K ﹤0.01%
300
1841
$4K ﹤0.01%
261
1842
$4K ﹤0.01%
37
-178
1843
$4K ﹤0.01%
68
-525
1844
$4K ﹤0.01%
47
-883
1845
$4K ﹤0.01%
+100
1846
$4K ﹤0.01%
74
-3,251
1847
$4K ﹤0.01%
105
-4,005
1848
$4K ﹤0.01%
266
-5,547
1849
$4K ﹤0.01%
144
-1,946
1850
$4K ﹤0.01%
27
+25
72 73
74
75 76