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
1926
$3K ﹤0.01%
1
1927
$3K ﹤0.01%
+33
1928
$3K ﹤0.01%
1,000
-1,062,663
1929
$3K ﹤0.01%
528
1930
$3K ﹤0.01%
228
+205
1931
$3K ﹤0.01%
68
1932
$3K ﹤0.01%
165
-2,394
1933
$3K ﹤0.01%
102
-4,526
1934
$3K ﹤0.01%
111
-687
1935
$3K ﹤0.01%
50
-1,266
1936
$3K ﹤0.01%
120
-1,918
1937
$3K ﹤0.01%
75
-2,775
1938
$3K ﹤0.01%
+69
1939
$3K ﹤0.01%
50
-261
1940
$3K ﹤0.01%
28
-8,509
1941
$3K ﹤0.01%
68
-1,833
1942
$3K ﹤0.01%
45
-187
1943
$3K ﹤0.01%
120
-157
1944
$3K ﹤0.01%
14
-261
1945
$3K ﹤0.01%
145
-627
1946
$3K ﹤0.01%
100
-893
1947
$3K ﹤0.01%
840
+800
1948
$3K ﹤0.01%
336
+192
1949
$3K ﹤0.01%
17
1950
$3K ﹤0.01%
500
+60
76 77
78
79 80