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
1851
$4K ﹤0.01%
+20
1852
$4K ﹤0.01%
200
1853
$4K ﹤0.01%
75
1854
$4K ﹤0.01%
74
-3,251
1855
$4K ﹤0.01%
105
-4,005
1856
$4K ﹤0.01%
266
-5,547
1857
$4K ﹤0.01%
144
-1,946
1858
$4K ﹤0.01%
27
+25
1859
$4K ﹤0.01%
1,025
-1,475
1860
$4K ﹤0.01%
133
-2,100
1861
$4K ﹤0.01%
215
-1,000
1862
$4K ﹤0.01%
+528
1863
$4K ﹤0.01%
210
-1,865
1864
$4K ﹤0.01%
740
-10,189
1865
$4K ﹤0.01%
111
+1
1866
$4K ﹤0.01%
40
1867
$4K ﹤0.01%
15
-562
1868
$4K ﹤0.01%
386
-7,126
1869
$4K ﹤0.01%
200
1870
$4K ﹤0.01%
85
-180
1871
$4K ﹤0.01%
54
-46
1872
$4K ﹤0.01%
150
-1,577
1873
– –
0
1874
$4K ﹤0.01%
500
1875
$4K ﹤0.01%
475
-1,025
73 74
75
76 77