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
2251
– –
-12
2252
$0 ﹤0.01%
13
2253
$0 ﹤0.01%
+5,300
2254
– –
-7,556
2255
$0 ﹤0.01%
+232
2256
$0 ﹤0.01%
+1
2257
– –
-1,050
2258
– –
-2,000
2259
– –
-1,000
2260
– –
-300
2261
– –
-4,405
2262
– –
-1,823
2263
– –
-1,650
2264
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-33
2265
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-27
2266
– –
-1,061
2267
– –
-87
2268
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-12
2269
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-20
2270
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-100
2271
– –
-250
2272
– –
-5
2273
$0 ﹤0.01%
+192
2274
$0 ﹤0.01%
+92,000
2275
– –
-1,000
89 90
91
92 93