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
2276
$0 ﹤0.01%
+700
2277
$0 ﹤0.01%
3
-179
2278
– –
-7
2279
– –
-190
2280
$0 ﹤0.01%
3
2281
$0 ﹤0.01%
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2282
$0 ﹤0.01%
+430
2283
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-27
2284
$0 ﹤0.01%
+4
2285
$0 ﹤0.01%
+300
2286
$0 ﹤0.01%
+3,750
2287
– –
-18
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$0 ﹤0.01%
+84
2289
$0 ﹤0.01%
+1,135
2290
$0 ﹤0.01%
+266
2291
– –
-2,012
2292
$0 ﹤0.01%
+67
2293
$0 ﹤0.01%
+22
2294
$0 ﹤0.01%
+50
2295
– –
-2
2296
$0 ﹤0.01%
+2,000
2297
– –
-5,628
2298
– –
-1,807
2299
– –
-100
2300
– –
-7,362
90 91
92
93 94