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
1901
$3K ﹤0.01%
28
-2,531
1902
$3K ﹤0.01%
19
1903
$3K ﹤0.01%
81
-155
1904
$3K ﹤0.01%
100
-1,955
1905
$3K ﹤0.01%
302
1906
$3K ﹤0.01%
18
-130
1907
$3K ﹤0.01%
+200
1908
$3K ﹤0.01%
59
-611
1909
$3K ﹤0.01%
500
-441
1910
$3K ﹤0.01%
150
+117
1911
$3K ﹤0.01%
50
-344
1912
$3K ﹤0.01%
92
-438
1913
$3K ﹤0.01%
125
-391
1914
$3K ﹤0.01%
36
-52
1915
$3K ﹤0.01%
29
-392
1916
$3K ﹤0.01%
+417
1917
$3K ﹤0.01%
69
-2,136
1918
$3K ﹤0.01%
145
-586
1919
$3K ﹤0.01%
63
+27
1920
$3K ﹤0.01%
100
1921
$3K ﹤0.01%
50
-1
1922
$3K ﹤0.01%
40
-889
1923
$3K ﹤0.01%
32
-117
1924
$3K ﹤0.01%
91
-2,523
1925
$3K ﹤0.01%
+125
75 76
77
78 79