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
2001
$2K ﹤0.01%
204
2002
$2K ﹤0.01%
60
2003
$2K ﹤0.01%
11
-126
2004
$2K ﹤0.01%
43
-4
2005
$2K ﹤0.01%
119
-129
2006
$2K ﹤0.01%
8
-76
2007
$2K ﹤0.01%
407
-2,488
2008
$2K ﹤0.01%
2
2009
$2K ﹤0.01%
32
+26
2010
$2K ﹤0.01%
35
-1,726
2011
$2K ﹤0.01%
27
-3,183
2012
$2K ﹤0.01%
+76
2013
$2K ﹤0.01%
175
2014
$2K ﹤0.01%
100
-130
2015
$2K ﹤0.01%
148
-698
2016
$2K ﹤0.01%
60
-6,295
2017
$2K ﹤0.01%
50
-27
2018
$2K ﹤0.01%
100
-106
2019
$2K ﹤0.01%
+212
2020
$2K ﹤0.01%
14
-398
2021
$2K ﹤0.01%
43
-901
2022
$2K ﹤0.01%
11
-523
2023
$2K ﹤0.01%
11
-731
2024
$2K ﹤0.01%
50
-5,733
2025
$2K ﹤0.01%
100
79 80
81
82 83