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
2551
– –
-279
2552
– –
-3,884
2553
– –
-15,576
2554
– –
-150
2555
– –
-250
2556
– –
-136
2557
– –
-741
2558
– –
-209
2559
– –
-500
2560
– –
-12
2561
– –
-16
2562
– –
-1,931
2563
– –
-955
2564
– –
-1,677
2565
– –
-5,858
2566
– –
-350
2567
– –
-137
2568
– –
-31
2569
– –
-10
2570
– –
-1,440
2571
– –
-160
2572
– –
-166
2573
– –
-300
2574
– –
-9
2575
– –
-41
101 102
103
104 105