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
1876
$4K ﹤0.01%
155
-2,952
1877
$4K ﹤0.01%
+666
1878
$4K ﹤0.01%
37
1879
$4K ﹤0.01%
+200
1880
$4K ﹤0.01%
218
-9,240
1881
$4K ﹤0.01%
34
-318
1882
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30
-897
1883
$4K ﹤0.01%
78
-84
1884
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100
1885
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60
-722
1886
$4K ﹤0.01%
136
1887
$4K ﹤0.01%
270
-321
1888
$4K ﹤0.01%
+179
1889
$4K ﹤0.01%
331
1890
$4K ﹤0.01%
412
-268
1891
$3K ﹤0.01%
+302
1892
$3K ﹤0.01%
47
-264
1893
$3K ﹤0.01%
100
-4,125
1894
$3K ﹤0.01%
19
1895
$3K ﹤0.01%
81
-155
1896
$3K ﹤0.01%
100
-1,955
1897
$3K ﹤0.01%
302
1898
$3K ﹤0.01%
18
-130
1899
$3K ﹤0.01%
+200
1900
$3K ﹤0.01%
59
-611
74 75
76
77 78