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
2101
$1K ﹤0.01%
180
+90
2102
$1K ﹤0.01%
10
2103
$1K ﹤0.01%
68
2104
$1K ﹤0.01%
124
+69
2105
$1K ﹤0.01%
20
-1,357
2106
$1K ﹤0.01%
175
-1,804
2107
$1K ﹤0.01%
40
-847
2108
$1K ﹤0.01%
28
2109
$1K ﹤0.01%
10
-796
2110
$1K ﹤0.01%
40
-680
2111
$1K ﹤0.01%
18
2112
$1K ﹤0.01%
18
-226
2113
$1K ﹤0.01%
15
-22
2114
$1K ﹤0.01%
26
-1,574
2115
$1K ﹤0.01%
10
-2,048
2116
$1K ﹤0.01%
21
-1,078
2117
$1K ﹤0.01%
100
+23
2118
$1K ﹤0.01%
39
-46
2119
$1K ﹤0.01%
20
2120
$1K ﹤0.01%
13
-1,396
2121
$1K ﹤0.01%
20
-3,646
2122
$1K ﹤0.01%
33
-450
2123
$1K ﹤0.01%
65
-81
2124
$1K ﹤0.01%
12
-51
2125
$1K ﹤0.01%
24
-14,966
83 84
85
86 87