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
1876
$4K ﹤0.01%
+250
1877
$4K ﹤0.01%
85
-180
1878
$4K ﹤0.01%
67
1879
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+20
1880
$4K ﹤0.01%
4
-550
1881
$4K ﹤0.01%
75
1882
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72
-216
1883
$4K ﹤0.01%
161
-1,753
1884
$4K ﹤0.01%
55
-174
1885
$4K ﹤0.01%
50
-1,942
1886
– –
0
1887
$4K ﹤0.01%
475
-1,025
1888
$4K ﹤0.01%
200
1889
$4K ﹤0.01%
155
-2,952
1890
$4K ﹤0.01%
+666
1891
$3K ﹤0.01%
17
1892
$3K ﹤0.01%
41
+29
1893
$3K ﹤0.01%
58
-1,320
1894
$3K ﹤0.01%
28
-1,700
1895
$3K ﹤0.01%
65
-120
1896
$3K ﹤0.01%
68
-1,833
1897
$3K ﹤0.01%
45
-187
1898
$3K ﹤0.01%
120
-157
1899
$3K ﹤0.01%
220
-319
1900
$3K ﹤0.01%
52
-81
74 75
76
77 78