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
2151
$1K ﹤0.01%
126
-503
2152
$1K ﹤0.01%
50
2153
$1K ﹤0.01%
36
-7,300
2154
$1K ﹤0.01%
16
-1,208
2155
$1K ﹤0.01%
250
2156
$1K ﹤0.01%
14
2157
$1K ﹤0.01%
33
-17
2158
$1K ﹤0.01%
50
-1,746
2159
$1K ﹤0.01%
11
-232
2160
$1K ﹤0.01%
181
-443
2161
$1K ﹤0.01%
41
-15,946
2162
$1K ﹤0.01%
17
-30
2163
$1K ﹤0.01%
510
-8,051
2164
$1K ﹤0.01%
18
2165
$1K ﹤0.01%
11
-3,404
2166
$1K ﹤0.01%
105
-29
2167
$1K ﹤0.01%
17
2168
$1K ﹤0.01%
30
-2,333
2169
$1K ﹤0.01%
50
+9
2170
$1K ﹤0.01%
69
-100
2171
$1K ﹤0.01%
1,040
-41,438
2172
$1K ﹤0.01%
3
-7
2173
$1K ﹤0.01%
14
-2,429
2174
$1K ﹤0.01%
58
-1,364
2175
$1K ﹤0.01%
40
-40
85 86
87
88 89