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
1951
$3K ﹤0.01%
47
-264
1952
$3K ﹤0.01%
52
-465
1953
$3K ﹤0.01%
106
-6,916
1954
$3K ﹤0.01%
167
-661
1955
$3K ﹤0.01%
50
1956
$3K ﹤0.01%
301
-1,201
1957
$3K ﹤0.01%
+302
1958
$3K ﹤0.01%
+1,026
1959
$3K ﹤0.01%
+1,000
1960
$3K ﹤0.01%
160
1961
$3K ﹤0.01%
125
-2,485
1962
$3K ﹤0.01%
100
-4,125
1963
$2K ﹤0.01%
31
-381
1964
$2K ﹤0.01%
36
-122
1965
$2K ﹤0.01%
19
-131
1966
$2K ﹤0.01%
45
-93
1967
$2K ﹤0.01%
39
-366
1968
$2K ﹤0.01%
130
-3,976
1969
$2K ﹤0.01%
77
-527
1970
$2K ﹤0.01%
217
-100
1971
$2K ﹤0.01%
50
-846
1972
$2K ﹤0.01%
216
1973
$2K ﹤0.01%
136
-2,027
1974
$2K ﹤0.01%
+200
1975
$2K ﹤0.01%
32
-438
77 78
79
80 81