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
2126
$1K ﹤0.01%
460
-1,752
2127
$1K ﹤0.01%
200
-2,016
2128
$1K ﹤0.01%
+75
2129
$1K ﹤0.01%
126
-503
2130
$1K ﹤0.01%
50
2131
$1K ﹤0.01%
36
-7,300
2132
$1K ﹤0.01%
16
-1,208
2133
$1K ﹤0.01%
250
2134
$1K ﹤0.01%
14
2135
$1K ﹤0.01%
33
-17
2136
$1K ﹤0.01%
20
-480
2137
$1K ﹤0.01%
50
-1,746
2138
$1K ﹤0.01%
11
-232
2139
$1K ﹤0.01%
181
-443
2140
$1K ﹤0.01%
41
-15,946
2141
$1K ﹤0.01%
25
-6,574
2142
$1K ﹤0.01%
32
-4,414
2143
$1K ﹤0.01%
17
-30
2144
$1K ﹤0.01%
510
-8,051
2145
$1K ﹤0.01%
18
2146
$1K ﹤0.01%
11
-3,404
2147
$1K ﹤0.01%
105
-29
2148
$1K ﹤0.01%
17
2149
$1K ﹤0.01%
30
-2,333
2150
$1K ﹤0.01%
50
+9
84 85
86
87 88