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
3851
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3852
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3853
$0 ﹤0.01%
1
3854
$0 ﹤0.01%
426
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3855
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3856
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3857
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-663
3858
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-7,010
3859
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-1,518
3860
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3861
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3862
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-754
3863
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0
3864
$0 ﹤0.01%
95
3865
$0 ﹤0.01%
11
3866
$0 ﹤0.01%
+25
3867
$0 ﹤0.01%
+1,000
3868
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-1,000
3869
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-2
3870
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-334
3871
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-16
3872
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-2,634
3873
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3874
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3875
– –
-2,308
152 153 154
155
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