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
2626
– –
-50
2627
– –
-603
2628
– –
-99
2629
– –
-1,758
2630
– –
-2,000
2631
– –
-1,000
2632
– –
-300
2633
– –
-4,405
2634
– –
-1,823
2635
– –
-1,650
2636
– –
-770
2637
– –
-108
2638
– –
-33
2639
$0 ﹤0.01%
4,000
-2,000
2640
– –
-1,000
2641
– –
-70
2642
– –
-11,050
2643
– –
-43
2644
– –
-3,400
2645
– –
-150
2646
– –
-604
2647
– –
-642
2648
– –
-400
2649
– –
-7,961
2650
– –
-3,576
104 105
106
107 108