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
2201
$1K ﹤0.01%
34
2202
$1K ﹤0.01%
4
-113
2203
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28
-5,748
2204
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25
-715
2205
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15
-82
2206
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25
-1,100
2207
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25
2208
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139
-2,951
2209
$1K ﹤0.01%
+20
2210
$1K ﹤0.01%
33
-1
2211
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48
2212
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22
2213
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112
-200
2214
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114
-100
2215
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+50
2216
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11
-75
2217
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59
2218
– –
-300
2219
– –
-31
2220
– –
-322
2221
– –
-39
2222
– –
-9
2223
– –
-30
2224
– –
-4,255
2225
$0 ﹤0.01%
61
-477
87 88
89
90 91