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
3501
– –
-4,594
3502
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-2,083
3503
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-1,429
3504
$0 ﹤0.01%
20
-9
3505
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-170
3506
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-1,991
3507
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-171
3508
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-2,695
3509
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-26
3510
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-409
3511
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-990
3512
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-669
3513
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-94
3514
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-48,595
3515
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-247
3516
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-920
3517
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3518
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-1,000
3519
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-102
3520
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-6,700
3521
$0 ﹤0.01%
12
3522
$0 ﹤0.01%
5
3523
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0
3524
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-55
3525
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-831
139 140
141
142 143