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
1976
$2K ﹤0.01%
230
-227
1977
$2K ﹤0.01%
28
-644
1978
$2K ﹤0.01%
50
-66
1979
$2K ﹤0.01%
48
-429
1980
$2K ﹤0.01%
134
-1,490
1981
$2K ﹤0.01%
20
-1,319
1982
$2K ﹤0.01%
35
1983
$2K ﹤0.01%
149
-1,179
1984
$2K ﹤0.01%
66
-1,833
1985
$2K ﹤0.01%
27
-10
1986
$2K ﹤0.01%
85
-630
1987
$2K ﹤0.01%
1,048
-3,000
1988
$2K ﹤0.01%
31
-381
1989
$2K ﹤0.01%
36
-122
1990
$2K ﹤0.01%
30
-524
1991
$2K ﹤0.01%
15
-622
1992
$2K ﹤0.01%
149
-3,515
1993
$2K ﹤0.01%
38
-259
1994
$2K ﹤0.01%
204
1995
$2K ﹤0.01%
60
1996
$2K ﹤0.01%
11
-126
1997
$2K ﹤0.01%
43
-4
1998
$2K ﹤0.01%
119
-129
1999
$2K ﹤0.01%
8
-76
2000
$2K ﹤0.01%
407
-2,488
78 79
80
81 82