IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
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
+$5.39M
3
+$3.3M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.54M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.55M

Top Sells

1
+$23.5M
2
+$20.5M
3
+$16.6M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$15.3M
5
AMZN icon
Amazon
AMZN
+$13.9M

Sector Composition

1 Technology 6.2%
2 Financials 4.53%
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
2501
– –
-140
2502
$0 ﹤0.01%
10
2503
– –
-1,800
2504
– –
-2
2505
– –
-650
2506
– –
-8,233
2507
– –
-500
2508
– –
-418
2509
– –
-2,465
2510
– –
-1,001
2511
– –
-400
2512
$0 ﹤0.01%
1
-50
2513
$0 ﹤0.01%
3
2514
– –
-1,370
2515
– –
0
2516
– –
-8,434
2517
– –
-717
2518
– –
-1,929
2519
– –
-413
2520
– –
-100
2521
– –
0
2522
– –
-688
2523
– –
-24,525
2524
– –
-500
2525
– –
-3,465
99 100
101
102 103