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
1901
$3K ﹤0.01%
500
-441
1902
$3K ﹤0.01%
150
+117
1903
$3K ﹤0.01%
50
-344
1904
$3K ﹤0.01%
92
-438
1905
$3K ﹤0.01%
125
-391
1906
$3K ﹤0.01%
36
-52
1907
$3K ﹤0.01%
29
-392
1908
$3K ﹤0.01%
+417
1909
$3K ﹤0.01%
69
-2,136
1910
$3K ﹤0.01%
145
-586
1911
$3K ﹤0.01%
63
+27
1912
$3K ﹤0.01%
100
1913
$3K ﹤0.01%
50
-1
1914
$3K ﹤0.01%
41
+29
1915
$3K ﹤0.01%
58
-1,320
1916
$3K ﹤0.01%
28
-1,700
1917
$3K ﹤0.01%
65
-120
1918
$3K ﹤0.01%
40
-889
1919
$3K ﹤0.01%
32
-117
1920
$3K ﹤0.01%
91
-2,523
1921
$3K ﹤0.01%
+125
1922
$3K ﹤0.01%
200
-11,177
1923
$3K ﹤0.01%
116
+71
1924
$3K ﹤0.01%
66
-12,388
1925
$3K ﹤0.01%
100
-25
75 76
77
78 79