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
2051
$2K ﹤0.01%
47
-57
2052
$2K ﹤0.01%
216
2053
$2K ﹤0.01%
136
-2,027
2054
$2K ﹤0.01%
62
-2,308
2055
$2K ﹤0.01%
500
-1,600
2056
$2K ﹤0.01%
251
2057
$2K ﹤0.01%
135
-15
2058
$2K ﹤0.01%
+250
2059
$2K ﹤0.01%
43
-131
2060
$2K ﹤0.01%
500
2061
$2K ﹤0.01%
+1,500
2062
$2K ﹤0.01%
+600
2063
$2K ﹤0.01%
+200
2064
$2K ﹤0.01%
+26
2065
$2K ﹤0.01%
+200
2066
$2K ﹤0.01%
+50
2067
$2K ﹤0.01%
83
2068
$1K ﹤0.01%
10
-1,841
2069
$1K ﹤0.01%
557
+523
2070
$1K ﹤0.01%
6
-16
2071
$1K ﹤0.01%
68
-6,775
2072
$1K ﹤0.01%
5
-124
2073
$1K ﹤0.01%
30
2074
$1K ﹤0.01%
257
2075
$1K ﹤0.01%
13
-5,094
81 82
83
84 85