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
2201
$1K ﹤0.01%
33
-1
2202
$1K ﹤0.01%
48
2203
$1K ﹤0.01%
16
-651
2204
$1K ﹤0.01%
79
-1,429
2205
$1K ﹤0.01%
26
-140
2206
$1K ﹤0.01%
22
2207
$1K ﹤0.01%
112
-200
2208
$1K ﹤0.01%
114
-100
2209
$1K ﹤0.01%
+50
2210
$1K ﹤0.01%
11
-75
2211
$1K ﹤0.01%
16
-64
2212
$1K ﹤0.01%
59
2213
$1K ﹤0.01%
24
-190
2214
$1K ﹤0.01%
60
-15
2215
$1K ﹤0.01%
45
2216
$1K ﹤0.01%
9
-766
2217
$1K ﹤0.01%
39
-1,532
2218
– –
-1,823
2219
– –
-1,650
2220
– –
-770
2221
– –
-108
2222
– –
-33
2223
– –
-2,798
2224
– –
-100
2225
– –
-3,400
87 88
89
90 91