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
2651
– –
-4,003
2652
– –
-1,750
2653
– –
0
2654
$0 ﹤0.01%
35,500
2655
– –
-2,000
2656
– –
-12
2657
– –
-10
2658
– –
-8
2659
– –
-350
2660
– –
-55
2661
– –
-1
2662
– –
-150
2663
– –
-2,296
2664
– –
-554
2665
$0 ﹤0.01%
+192
2666
– –
-28
2667
$0 ﹤0.01%
+92,000
2668
$0 ﹤0.01%
13
2669
$0 ﹤0.01%
+5,300
2670
– –
-7,556
2671
– –
-1,000
2672
$0 ﹤0.01%
+700
2673
$0 ﹤0.01%
3
-179
2674
$0 ﹤0.01%
+150
2675
– –
-7
105 106
107
108 109