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
2176
$1K ﹤0.01%
88
-883
2177
$1K ﹤0.01%
100
-15
2178
$1K ﹤0.01%
142
-42
2179
$1K ﹤0.01%
+50
2180
$1K ﹤0.01%
+25
2181
$1K ﹤0.01%
48
-157
2182
$1K ﹤0.01%
50
-250
2183
$1K ﹤0.01%
40
-26,599
2184
$1K ﹤0.01%
231
2185
$1K ﹤0.01%
825
2186
$1K ﹤0.01%
30
-1,573
2187
$1K ﹤0.01%
1,500
2188
$1K ﹤0.01%
61
-2,699
2189
$1K ﹤0.01%
7
-175
2190
$1K ﹤0.01%
34
2191
$1K ﹤0.01%
43
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2192
$1K ﹤0.01%
248
-1,501
2193
$1K ﹤0.01%
4
-113
2194
$1K ﹤0.01%
28
-5,748
2195
$1K ﹤0.01%
25
-715
2196
$1K ﹤0.01%
15
-82
2197
$1K ﹤0.01%
25
-1,100
2198
$1K ﹤0.01%
25
2199
$1K ﹤0.01%
139
-2,951
2200
$1K ﹤0.01%
+20
86 87
88
89 90