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
3226
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-103
3227
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-58
3228
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-1,487
3229
$0 ﹤0.01%
8
-941
3230
$0 ﹤0.01%
3
3231
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-21
3232
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-250
3233
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-500
3234
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-47,657
3235
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-122
3236
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3237
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-2,505
3238
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-3,200
3239
$0 ﹤0.01%
2
3240
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-1,511
3241
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-18
3242
$0 ﹤0.01%
+1
3243
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-4,127
3244
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-359
3245
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-100
3246
– –
-672
3247
$0 ﹤0.01%
48
-820
3248
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-25
3249
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-6
3250
– –
-2
128 129
130
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