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
2076
$1K ﹤0.01%
2,000
-4,359
2077
$1K ﹤0.01%
200
-50
2078
$1K ﹤0.01%
620
-125
2079
$1K ﹤0.01%
+72
2080
$1K ﹤0.01%
+300
2081
$1K ﹤0.01%
+10
2082
$1K ﹤0.01%
+40
2083
$1K ﹤0.01%
+28
2084
$1K ﹤0.01%
4
-13
2085
$1K ﹤0.01%
50
-4,633
2086
$1K ﹤0.01%
+26
2087
$1K ﹤0.01%
9
-159
2088
$1K ﹤0.01%
109
-148
2089
$1K ﹤0.01%
25
2090
$1K ﹤0.01%
132
2091
$1K ﹤0.01%
15
2092
$1K ﹤0.01%
76
-764
2093
$1K ﹤0.01%
201
2094
$1K ﹤0.01%
20
-735
2095
$1K ﹤0.01%
2
2096
$1K ﹤0.01%
18
-2,047
2097
$1K ﹤0.01%
11
-92
2098
$1K ﹤0.01%
25
2099
$1K ﹤0.01%
1
2100
$1K ﹤0.01%
50
-22,137
82 83
84
85 86