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
2676
– –
-190
2677
$0 ﹤0.01%
3
2678
$0 ﹤0.01%
+113
2679
– –
-13,612
2680
$0 ﹤0.01%
+430
2681
– –
-27
2682
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+300
2683
$0 ﹤0.01%
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2684
$0 ﹤0.01%
+50
2685
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2686
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2687
$0 ﹤0.01%
+1,000
2688
– –
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2689
$0 ﹤0.01%
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2690
$0 ﹤0.01%
+28
2691
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-2
2692
$0 ﹤0.01%
+2,000
2693
– –
-5,628
2694
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-600
2695
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2696
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-375
2697
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-20
2698
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2699
– –
-2,531
2700
– –
-642
106 107
108
109 110